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 | $14,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,640 | $47,977-34.1% | $154,107-79.5% | $56,287-43.8% |
| Participation rate | 56.4% | 66.2%-9.7pp | 83.0%-26.6pp | 69.9%-13.4pp |
| Annual return | -7.68% | 3.54%-11.2pp | 735.12%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,082 | $2,169-50.1% | $5,298-79.6% | $2,111-48.7% |
| Participant deferral / active EE | $3,089 | $2,392+29.1% | $5,081-39.2% | $3,350-7.8% |
| Admin fee / account holder | $6 | $438-98.7% | $13,411-100.0% | $521-98.9% |