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 55 · EIN 35-2552359 | Other Commissions | $33,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,725 | $52,884-11.6% | $84,750-44.9% | $55,167-15.3% |
| Participation rate | 65.7% | 67.5%-1.8pp | 76.6%-10.9pp | 69.0%-3.3pp |
| Annual return | 7.45% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $895 | $2,233-59.9% | $3,574-74.9% | $1,963-54.4% |
| Participant deferral / active EE | $2,303 | $2,644-12.9% | $3,712-37.9% | $3,054-24.6% |
| Admin fee / account holder | $13 | $581-97.7% | $5,332-99.8% | $504-97.4% |