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 16 · EIN 45-5608425 | Consulting | $24,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,462 |
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 | $24,219 | $80,177-69.8% | $123,892-80.5% | $57,658-58.0% |
| Participation rate | 67.5% | 74.4%-6.9pp | 81.4%-13.9pp | 70.2%-2.7pp |
| Annual return | 11.29% | 17.90%-6.6pp | 47.52%-36.2pp | 5.13%+6.2pp |
| Employer contribution / active EE | $989 | $2,913-66.0% | $4,617-78.6% | $1,974-49.9% |
| Participant deferral / active EE | $1,655 | $5,130-67.7% | $5,984-72.3% | $3,061-45.9% |
| Admin fee / account holder | $34 | $106-67.6% | $8,357-99.6% | $95-63.6% |