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 27 · EIN 59-3760965 | Advisory (Plan) | $14,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,911 |
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 | $47,821 | $64,909-26.3% | $82,313-41.9% | $62,292-23.2% |
| Participation rate | 53.2% | 74.9%-21.6pp | 76.9%-23.6pp | 69.5%-16.3pp |
| Annual return | 17.31% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,144 | $1,676-31.8% | $2,428-52.9% | $2,042-44.0% |
| Participant deferral / active EE | $2,337 | $3,103-24.7% | $3,706-36.9% | $3,169-26.3% |
| Admin fee / account holder | $143 | $440-67.4% | $5,608-97.4% | $479-70.1% |