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 | $25,321 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $194,550 | $78,422+148.1% | $95,952+102.8% | $79,858+143.6% |
| Participation rate | 61.1% | 73.5%-12.4pp | 77.1%-16.0pp | 69.6%-8.5pp |
| Annual return | 12.52% | 19.37%-6.8pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,168 | $1,945+11.5% | $2,541-14.7% | $2,471-12.3% |
| Participant deferral / active EE | $6,908 | $3,440+100.8% | $4,167+65.8% | $3,740+84.7% |
| Admin fee / account holder | $1 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |