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 48-5318173 | Advisory (Plan) | $11,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,991 |
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 | $28,605 | $55,453-48.4% | $170,442-83.2% | $62,292-54.1% |
| Participation rate | 58.2% | 66.4%-8.2pp | 83.6%-25.4pp | 69.5%-11.4pp |
| Annual return | 21.78% | 21.38%+0.4pp | 205.93%-184.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $772 | $2,164-64.3% | $5,433-85.8% | $2,042-62.2% |
| Participant deferral / active EE | $2,747 | $2,303+19.3% | $4,939-44.4% | $3,169-13.3% |
| Admin fee / account holder | $105 | $455-77.0% | $13,880-99.2% | $479-78.2% |