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 42-1445429 | Other Commissions | $16,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,913 | $76,050-2.8% | $96,544-23.4% | $71,457+3.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 76.0%-9.3pp | 67.9%-1.3pp |
| Annual return | 16.02% | 22.81%-6.8pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,925 | $2,244-14.2% | $2,965-35.1% | $2,588-25.6% |
| Participant deferral / active EE | $2,319 | $4,215-45.0% | $4,851-52.2% | $4,289-45.9% |
| Admin fee / account holder | $16 | $2,707-99.4% | $8,252-99.8% | $1,587-99.0% |