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 37 · EIN 04-2647786 | Loan Processing | $5,756 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,148 |
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 | $59,868 | $48,064+24.6% | $78,778-24.0% | $69,631-14.0% |
| Participation rate | 43.6% | 61.6%-17.9pp | 69.2%-25.6pp | 70.7%-27.1pp |
| Annual return | 19.79% | 21.81%-2.0pp | 35.62%-15.8pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $725 | $744-2.4% | $1,986-63.5% | $2,032-64.3% |
| Participant deferral / active EE | $1,824 | $2,079-12.3% | $2,958-38.3% | $3,224-43.4% |
| Admin fee / account holder | $35 | $152-77.1% | $5,134-99.3% | $110-68.5% |