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 35-0145825 | Loan Processing | $21,540 |
MUELLER PROST1+ years Service code 10 · EIN 43-1594752 | Accounting | $6,400 |
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.
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 | $26,671 | $75,828-64.8% | $147,614-81.9% | $59,632-55.3% |
| Participation rate | 41.4% | 71.6%-30.2pp | 84.6%-43.2pp | 68.7%-27.3pp |
| Annual return | 1.45% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,716 | $3,130-45.2% | $4,895-64.9% | $3,192-46.2% |
| Admin fee / account holder | $67 | $5,985-98.9% | $11,611-99.4% | $4,297-98.4% |