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 | $29,849 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $84,301 | $77,660+8.6% | $109,143-22.8% | $79,386+6.2% |
| Participation rate | 64.8% | 67.8%-3.0pp | 75.9%-11.1pp | 70.7%-5.9pp |
| Annual return | 12.05% | 23.44%-11.4pp | 25.75%-13.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,343 | $2,797-16.3% | $3,722-37.1% | $2,427-3.5% |
| Participant deferral / active EE | $4,220 | $3,518+20.0% | $4,653-9.3% | $4,046+4.3% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |