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 27 · EIN 47-1411118 | Advisory (Plan) | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $81,240 | $72,492+12.1% | $87,100-6.7% | $72,985+11.3% |
| Participation rate | 41.3% | 72.8%-31.5pp | 76.9%-35.6pp | 69.5%-28.2pp |
| Annual return | 19.14% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,840 | $3,270+17.5% | $4,049-5.1% | $3,607+6.5% |
| Admin fee / account holder | $284 | $5,055-94.4% | $7,497-96.2% | $5,124-94.5% |