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 42-1445429 | Other Commissions | $26,458 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,339 | $64,119+12.8% | $112,228-35.5% | $66,914+8.1% |
| Participation rate | 56.7% | 68.5%-11.8pp | 75.1%-18.4pp | 69.8%-13.1pp |
| Annual return | -16.95% | -13.81%-3.1pp | 27.45%-44.4pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,093 | $3,005-30.4% | $3,635-42.4% | $2,544-17.7% |
| Participant deferral / active EE | $3,825 | $3,693+3.6% | $4,728-19.1% | $4,237-9.7% |
| Admin fee / account holder | $1 | $625-99.9% | $6,410-100.0% | $593-99.9% |