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 9-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 37 · EIN 04-2647786 | Loan Processing | $98,096 |
MEIR AND MEIR5+ years Service code 27 · EIN 95-4359536 | Advisory (Plan) | $7,956 |
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 | $49,332 | $46,219+6.7% | $89,391-44.8% | $90,288-45.4% |
| Participation rate | 39.1% | 44.9%-5.8pp | 68.0%-28.9pp | 73.4%-34.3pp |
| Annual return | 13.53% | 25.71%-12.2pp | 245.62%-232.1pp | 53.97%-40.4pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,420 | $2,136+60.1% | $3,890-12.1% | $4,232-19.2% |
| Admin fee / account holder | $134 | $147-8.6% | $4,881-97.2% | $114+17.7% |