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 04-2647786 | Loan Processing | $42,577 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $24,596 |
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 | $40,780 | $23,224+75.6% | $71,086-42.6% | $55,725-26.8% |
| Participation rate | 68.0% | 37.9%+30.1pp | 54.7%+13.4pp | 70.9%-2.8pp |
| Annual return | -6.56% | -2.87%-3.7pp | 650.59%-657.1pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,133 | $436+159.7% | $1,088+4.1% | $2,078-45.5% |
| Participant deferral / active EE | $1,922 | $929+106.9% | $1,874+2.5% | $3,356-42.7% |
| Admin fee / account holder | $242 | $118+105.6% | $3,082-92.1% | $115+110.5% |