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.
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 | $70,581 | $43,550+62.1% | $63,517+11.1% | $52,331+34.9% |
| Participation rate | 68.9% | 65.7%+3.2pp | 71.0%-2.2pp | 68.1%+0.8pp |
| Annual return | -0.61% | 2.03%-2.6pp | -70.30%+69.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,000 | $1,351+48.0% | $2,322-13.9% | $1,882+6.3% |
| Participant deferral / active EE | $4,077 | $2,254+80.9% | $2,953+38.1% | $3,022+34.9% |
| Admin fee / account holder | $0 | $387-99.9% | $5,892-100.0% | $592-99.9% |