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 | $44,612 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $26,119 |
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 | $54,547 | $29,369+85.7% | $77,482-29.6% | $73,409-25.7% |
| Participation rate | 32.4% | 37.9%-5.5pp | 54.2%-21.7pp | 72.2%-39.7pp |
| Annual return | 11.50% | 358.15%-346.6pp | 54.79%-43.3pp | 59.29%-47.8pp |
| Employer contribution / active EE | $530 | $406+30.5% | $986-46.3% | $2,234-76.3% |
| Participant deferral / active EE | $985 | $941+4.7% | $1,861-47.1% | $3,805-74.1% |
| Admin fee / account holder | $261 | $123+112.7% | $2,858-90.9% | $158+65.3% |