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 38-1961943 | Other Commissions | $5,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
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 | $120,160 | $64,348+86.7% | $90,160+33.3% | $70,131+71.3% |
| Participation rate | 60.6% | 70.4%-9.8pp | 76.9%-16.2pp | 69.5%-8.9pp |
| Annual return | 17.45% | 28.13%-10.7pp | 34.88%-17.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,051 | $2,046+0.3% | $3,318-38.2% | $2,342-12.4% |
| Participant deferral / active EE | $5,336 | $4,389+21.6% | $5,288+0.9% | $3,332+60.1% |
| Admin fee / account holder | $15 | $3,944-99.6% | $5,943-99.7% | $4,645-99.7% |