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 59-2937883 | Other Commissions | $19,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | $994 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $89,217 | $63,299+40.9% | $91,001-2.0% | $62,292+43.2% |
| Participation rate | 84.3% | 73.3%+11.0pp | 75.6%+8.7pp | 69.5%+14.8pp |
| Annual return | 17.62% | 20.99%-3.4pp | 4.60%+13.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,202 | $2,943+8.8% | $3,547-9.7% | $3,169+1.0% |
| Admin fee / account holder | $10 | $468-97.9% | $5,417-99.8% | $479-97.9% |