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 55 · EIN 59-2937883 | Other Commissions | $11,605 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $375 |
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 | $71,740 | $58,726+22.2% | $92,233-22.2% | $62,292+15.2% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.5%-20.5pp | 69.5%-13.5pp |
| Annual return | 16.04% | 43.62%-27.6pp | 176.28%-160.2pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,733 | $2,392-27.5% | $3,679-52.9% | $2,042-15.1% |
| Participant deferral / active EE | $3,013 | $2,766+8.9% | $3,897-22.7% | $3,169-4.9% |
| Admin fee / account holder | $3 | $556-99.5% | $5,194-99.9% | $479-99.4% |