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 35-2552359 | Other Commissions | $33,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,238 |
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 | $30,292 | $46,423-34.7% | $75,886-60.1% | $67,579-55.2% |
| Participation rate | 64.7% | 63.1%+1.7pp | 69.3%-4.6pp | 71.3%-6.6pp |
| Annual return | 18.81% | 32.29%-13.5pp | 30.76%-12.0pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,203 | $1,406-14.5% | $2,500-51.9% | $2,148-44.0% |
| Participant deferral / active EE | $1,411 | $2,564-45.0% | $3,603-60.8% | $3,539-60.1% |
| Admin fee / account holder | $12 | $132-91.3% | $5,418-99.8% | $142-91.9% |