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 | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,782 | $61,052-8.6% | $142,863-61.0% | $79,386-29.7% |
| Participation rate | 40.5% | 60.1%-19.6pp | 71.9%-31.5pp | 70.7%-30.2pp |
| Annual return | 79.00% | 16.02%+63.0pp | 5637.54%-5558.5pp | 116.85%-37.8pp |
| Employer contribution / active EE | $380 | $1,481-74.3% | $4,144-90.8% | $2,427-84.4% |
| Participant deferral / active EE | $2,214 | $2,879-23.1% | $3,837-42.3% | $4,046-45.3% |
| Admin fee / account holder | $3 | $659-99.5% | $6,560-100.0% | $626-99.5% |