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 | $22,788 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 | $124,939 | $58,577+113.3% | $83,333+49.9% | $64,186+94.7% |
| Participation rate | 58.7% | 72.0%-13.3pp | 77.8%-19.1pp | 69.6%-10.9pp |
| Annual return | -6.36% | 9.65%-16.0pp | 10.63%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,203 | $2,098+5.0% | $3,379-34.8% | $2,381-7.5% |
| Participant deferral / active EE | $5,231 | $4,654+12.4% | $5,565-6.0% | $3,470+50.8% |
| Admin fee / account holder | $8 | $9,275-99.9% | $7,510-99.9% | $4,888-99.8% |