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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,265 |
SII INVESTMENTS INC4+ years Filed as: SII INVESTMENTS, INC. Service code 53 5555 W GRANDE MARKET DR · APPELTON, WI 54913 | Insurance Commissions | $0 |
TAX SHELTERED COMPENSATION, INC.4+ years Service code 13 · EIN 41-0955056 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,302 | $48,261-62.1% | $68,793-73.4% | $55,725-67.2% |
| Participation rate | 68.8% | 71.0%-2.3pp | 72.2%-3.5pp | 70.9%-2.1pp |
| Annual return | -6.81% | -2.61%-4.2pp | -4.63%-2.2pp | 244.93%-251.7pp |
| Employer contribution / active EE | $382 | $1,742-78.1% | $2,625-85.4% | $2,078-81.6% |
| Participant deferral / active EE | $1,263 | $2,712-53.4% | $3,311-61.9% | $3,356-62.4% |
| Admin fee / account holder | $44 | $126-65.3% | $5,131-99.1% | $115-62.0% |