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) | $54,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,779 |
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 | $65,139 | $52,149+24.9% | $122,332-46.8% | $77,958-16.4% |
| Participation rate | 21.8% | 58.6%-36.8pp | 71.6%-49.9pp | 71.6%-49.9pp |
| Annual return | 18.04% | 17.75%+0.3pp | 30.27%-12.2pp | 20.87%-2.8pp |
| Employer contribution / active EE | $590 | $1,750-66.3% | $4,050-85.4% | $2,310-74.5% |
| Participant deferral / active EE | $1,269 | $2,114-40.0% | $3,287-61.4% | $3,537-64.1% |
| Admin fee / account holder | $46 | $93-50.2% | $5,478-99.2% | $97-52.3% |