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 35-2552359 | Other Commissions | $45,958 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,075 |
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 | $59,965 | $41,281+45.3% | $109,313-45.1% | $57,658+4.0% |
| Participation rate | 23.5% | 59.3%-35.8pp | 71.3%-47.7pp | 70.2%-46.7pp |
| Annual return | 8.66% | 8.97%-0.3pp | 22.07%-13.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $697 | $1,201-42.0% | $3,892-82.1% | $1,974-64.7% |
| Participant deferral / active EE | $1,459 | $2,223-34.4% | $3,166-53.9% | $3,061-52.3% |
| Admin fee / account holder | $9 | $75-88.1% | $5,666-99.8% | $95-90.5% |