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 | $277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,852 | $54,045+1.5% | $115,157-52.4% | $65,185-15.9% |
| Participation rate | 66.1% | 63.5%+2.5pp | 75.9%-9.8pp | 70.2%-4.1pp |
| Annual return | 26.16% | 26.55%-0.4pp | 35.60%-9.4pp | 29.38%-3.2pp |
| Employer contribution / active EE | $647 | $1,653-60.9% | $3,179-79.7% | $2,177-70.3% |
| Participant deferral / active EE | $3,779 | $2,504+50.9% | $4,168-9.3% | $3,514+7.6% |
| Admin fee / account holder | $157 | $626-74.8% | $7,088-97.8% | $847-81.4% |