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 8-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 38-1961943 | Other Commissions | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,873 | $99,957-70.1% | $149,696-80.0% | $73,488-59.3% |
| Participation rate | 59.7% | 75.7%-16.0pp | 82.5%-22.8pp | 70.7%-11.0pp |
| Annual return | 16.07% | 53.87%-37.8pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,321 | $3,191-58.6% | $4,644-71.6% | $2,270-41.8% |
| Participant deferral / active EE | $2,256 | $6,073-62.8% | $6,842-67.0% | $3,740-39.7% |
| Admin fee / account holder | $89 | $551-83.8% | $9,309-99.0% | $513-82.6% |