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 8-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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.2+ years Service code 13 · EIN 41-0955056 | Contract Administrator | $7,219 |
SII INVESTMENTS INC2+ years Filed as: SII INVESTMENTS, INC. Service code 53 5555 W GRANDE MARKET DR · APPELTON, WI 54913 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,002 | $50,106-70.1% | $70,014-78.6% | $57,658-74.0% |
| Participation rate | 66.7% | 70.9%-4.2pp | 71.8%-5.1pp | 70.2%-3.6pp |
| Annual return | 8.19% | 14.58%-6.4pp | 12.99%-4.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $283 | $1,739-83.7% | $2,338-87.9% | $1,974-85.6% |
| Participant deferral / active EE | $939 | $2,486-62.2% | $2,931-67.9% | $3,061-69.3% |
| Admin fee / account holder | $33 | $89-63.2% | $4,380-99.3% | $95-65.3% |