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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,833 | $55,449+36.8% | $83,848-9.6% | $56,287+34.7% |
| Participation rate | 43.6% | 68.0%-24.4pp | 76.1%-32.5pp | 69.9%-26.2pp |
| Annual return | -6.82% | -1.38%-5.4pp | 850.88%-857.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $566 | $2,430-76.7% | $3,631-84.4% | $2,111-73.2% |
| Participant deferral / active EE | $2,323 | $2,935-20.9% | $4,082-43.1% | $3,350-30.7% |
| Admin fee / account holder | $15 | $656-97.7% | $5,478-99.7% | $521-97.1% |