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 37 · EIN 04-2647786 | Loan Processing | $33,995 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,487 |
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.
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 | $52,494 | $136,307-61.5% | $177,821-70.5% | $73,488-28.6% |
| Participation rate | 67.2% | 86.1%-18.9pp | 87.7%-20.5pp | 70.7%-3.5pp |
| Annual return | 15.81% | 18.68%-2.9pp | 48.32%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,559 | $3,712-58.0% | $5,918-73.7% | $2,270-31.3% |
| Participant deferral / active EE | $2,819 | $5,829-51.6% | $7,714-63.5% | $3,740-24.6% |
| Admin fee / account holder | $249 | $596-58.3% | $12,427-98.0% | $513-51.5% |