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.
Employer 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 | $82,819 | $64,909+27.6% | $82,313+0.6% | $62,292+33.0% |
| Participation rate | 58.1% | 74.9%-16.8pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 18.47% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,250 | $3,103+165.8% | $3,706+122.6% | $3,169+160.3% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |