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 | $44,605 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $24,998 |
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 | $51,773 | $25,302+104.6% | $74,701-30.7% | $67,579-23.4% |
| Participation rate | 51.6% | 37.8%+13.8pp | 54.5%-2.8pp | 71.3%-19.6pp |
| Annual return | 19.36% | 10291.17%-10271.8pp | 752.92%-733.6pp | 378.56%-359.2pp |
| Employer contribution / active EE | $878 | $446+96.8% | $1,084-19.0% | $2,148-59.1% |
| Participant deferral / active EE | $1,555 | $954+63.0% | $1,964-20.8% | $3,539-56.1% |
| Admin fee / account holder | $258 | $108+139.5% | $3,333-92.3% | $142+81.2% |