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 | $23,147 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $68,379 | $55,449+23.3% | $83,848-18.4% | $56,287+21.5% |
| Participation rate | 66.3% | 68.0%-1.7pp | 76.1%-9.9pp | 69.9%-3.6pp |
| Annual return | -6.41% | -1.38%-5.0pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,213 | $2,430-8.9% | $3,631-39.0% | $2,111+4.8% |
| Participant deferral / active EE | $3,987 | $2,935+35.8% | $4,082-2.3% | $3,350+19.0% |
| Admin fee / account holder | $1 | $656-99.9% | $5,478-100.0% | $521-99.8% |