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 27 · EIN 35-2552359 | Advisory (Plan) | $22,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,189 | $66,457-15.5% | $81,438-31.0% | $77,671-27.7% |
| Participation rate | 47.5% | 68.7%-21.2pp | 69.5%-22.0pp | 70.6%-23.0pp |
| Annual return | 22.74% | 15.93%+6.8pp | 24.74%-2.0pp | 31.21%-8.5pp |
| Employer contribution / active EE | $1,483 | $2,159-31.3% | $2,460-39.7% | $2,726-45.6% |
| Participant deferral / active EE | $3,102 | $3,679-15.7% | $3,883-20.1% | $4,648-33.3% |
| Admin fee / account holder | $119 | $583-79.5% | $5,764-97.9% | $430-72.3% |