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 | $9,865 |
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 | $80,407 | $63,114+27.4% | $92,893-13.4% | $65,185+23.4% |
| Participation rate | 51.7% | 68.8%-17.1pp | 76.0%-24.3pp | 70.2%-18.5pp |
| Annual return | 20.82% | 28.75%-7.9pp | 109.41%-88.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $618 | $2,571-76.0% | $3,653-83.1% | $2,177-71.6% |
| Participant deferral / active EE | $2,680 | $3,108-13.8% | $4,236-36.7% | $3,514-23.7% |
| Admin fee / account holder | $120 | $624-80.7% | $5,794-97.9% | $847-85.8% |