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 35-0145825 | Loan Processing | $19,505 |
WELL AND GOOD LLC3 years Service code 27 · EIN 05-1560115 | Advisory (Plan) | $6,494 |
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 | $74,125 | $60,989+21.5% | $60,874+21.8% | $66,914+10.8% |
| Participation rate | 62.0% | 74.5%-12.5pp | 73.1%-11.1pp | 69.8%-7.8pp |
| Annual return | -10.23% | -9.60%-0.6pp | 16.90%-27.1pp | 1.58%-11.8pp |
| Employer contribution / active EE | $2,509 | $2,661-5.7% | $2,701-7.1% | $2,544-1.4% |
| Participant deferral / active EE | $3,323 | $3,615-8.1% | $3,817-12.9% | $4,237-21.6% |
| Admin fee / account holder | $47 | $338-86.3% | $3,224-98.6% | $593-92.2% |