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 60 · EIN 04-2647786 | Sub-TA Fees | $846 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,840 | $37,134+18.1% | $100,671-56.5% | $52,331-16.2% |
| Participation rate | 42.9% | 57.7%-14.8pp | 70.7%-27.9pp | 68.1%-25.2pp |
| Annual return | 1.46% | 0.10%+1.4pp | 20.43%-19.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2 | $1,187-99.8% | $4,012-100.0% | $1,882-99.9% |
| Participant deferral / active EE | $1,412 | $2,163-34.7% | $3,144-55.1% | $3,022-53.3% |
| Admin fee / account holder | $47 | $467-90.0% | $4,850-99.0% | $592-92.1% |