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 | $24,579 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
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 | $84,598 | $76,670+10.3% | $96,683-12.5% | $71,457+18.4% |
| Participation rate | 55.0% | 66.6%-11.6pp | 74.3%-19.4pp | 67.9%-13.0pp |
| Annual return | 15.33% | 48.29%-33.0pp | 35.69%-20.4pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,987 | $3,031-34.4% | $3,737-46.8% | $2,588-23.2% |
| Participant deferral / active EE | $3,639 | $3,771-3.5% | $4,878-25.4% | $4,289-15.1% |
| Admin fee / account holder | $1 | $2,028-100.0% | $6,730-100.0% | $1,587-99.9% |