See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 37-1707957 | Advisory (Plan) | $7,543 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,659 | $42,582+56.5% | $171,082-61.0% | $57,658+15.6% |
| Participation rate | 23.2% | 63.9%-40.8pp | 76.7%-53.5pp | 70.2%-47.1pp |
| Annual return | 8.64% | 308.67%-300.0pp | 32.56%-23.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $425 | $1,306-67.5% | $4,002-89.4% | $1,974-78.5% |
| Participant deferral / active EE | $887 | $2,933-69.8% | $4,797-81.5% | $3,061-71.0% |
| Admin fee / account holder | $90 | $82+9.5% | $8,520-98.9% | $95-4.6% |