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 26-4310632 | Other Commissions | $11,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,686 | $66,310+23.2% | $93,606-12.7% | $65,185+25.3% |
| Participation rate | 43.7% | 74.0%-30.3pp | 75.8%-32.1pp | 70.2%-26.5pp |
| Annual return | 19.88% | 42.58%-22.7pp | 32.76%-12.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $223 | $2,012-88.9% | $2,718-91.8% | $2,177-89.8% |
| Participant deferral / active EE | $2,184 | $3,342-34.7% | $4,069-46.3% | $3,514-37.9% |
| Admin fee / account holder | $17 | $6,897-99.7% | $7,888-99.8% | $847-97.9% |