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 49 · EIN 42-1445429 | Other Services | $14,142 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,801 |
SEE ATTACHED2 years Filed as: SEE ATTACHMENT TO SCHEDULE C Service code 60 | Sub-TA Fees | $0 |
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 | $50,370 | $54,237-7.1% | $90,281-44.2% | $67,579-25.5% |
| Participation rate | 50.5% | 68.6%-18.1pp | 73.3%-22.7pp | 71.3%-20.7pp |
| Annual return | 22.12% | 37.27%-15.1pp | 78.10%-56.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $969 | $1,846-47.5% | $2,854-66.1% | $2,148-54.9% |
| Participant deferral / active EE | $1,901 | $2,625-27.6% | $3,885-51.1% | $3,539-46.3% |
| Admin fee / account holder | $11 | $123-91.4% | $5,351-99.8% | $142-92.6% |