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 |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $9,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,554 |
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 | $101,470 | $71,666+41.6% | $117,854-13.9% | $69,631+45.7% |
| Participation rate | 68.9% | 77.5%-8.6pp | 79.7%-10.7pp | 70.7%-1.8pp |
| Annual return | 23.40% | 18.86%+4.5pp | 335.08%-311.7pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $2,265 | $1,889+19.9% | $3,786-40.2% | $2,032+11.4% |
| Participant deferral / active EE | $5,535 | $3,340+65.7% | $4,482+23.5% | $3,224+71.7% |
| Admin fee / account holder | -$20 | $120-116.7% | $8,020-100.3% | $110-118.2% |