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 | $28,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,366 | $155,795-79.2% | $136,294-76.3% | $69,631-53.5% |
| Participation rate | 63.0% | 75.2%-12.3pp | 81.9%-19.0pp | 70.7%-7.7pp |
| Annual return | 16.20% | 232464.33%-232448.1pp | 5155.94%-5139.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $938 | $2,991-68.6% | $4,695-80.0% | $2,032-53.8% |
| Participant deferral / active EE | $1,971 | $5,394-63.5% | $6,247-68.4% | $3,224-38.9% |
| Admin fee / account holder | $46 | $128-64.2% | $9,243-99.5% | $110-58.4% |