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 35-2552359 | Advisory (Plan) | $14,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,452 |
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 | $43,107 | $73,102-41.0% | $123,544-65.1% | $56,287-23.4% |
| Participation rate | 62.0% | 74.3%-12.3pp | 82.3%-20.3pp | 69.9%-7.9pp |
| Annual return | -6.22% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $671 | $2,977-77.5% | $4,628-85.5% | $2,111-68.2% |
| Participant deferral / active EE | $4,716 | $5,423-13.0% | $6,426-26.6% | $3,350+40.8% |
| Admin fee / account holder | $149 | $554-73.0% | $9,284-98.4% | $521-71.3% |