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 | $24,064 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $76,281 | $63,114+20.9% | $92,893-17.9% | $65,185+17.0% |
| Participation rate | 59.3% | 68.8%-9.5pp | 76.0%-16.7pp | 70.2%-10.9pp |
| Annual return | 20.29% | 28.75%-8.5pp | 109.41%-89.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,012 | $2,571-21.7% | $3,653-44.9% | $2,177-7.5% |
| Participant deferral / active EE | $3,740 | $3,108+20.3% | $4,236-11.7% | $3,514+6.5% |
| Admin fee / account holder | $1 | $624-99.8% | $5,794-100.0% | $847-99.9% |