Filed June 3, 2022
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 9-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 | $20,416 |
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 | $24,821 | $36,916-32.8% | $156,549-84.1% | $57,658-57.0% |
| Participation rate | 53.7% | 63.4%-9.7pp | 84.0%-30.3pp | 70.2%-16.5pp |
| Annual return | 10.52% | 12.38%-1.9pp | 32.23%-21.7pp | 5.13%+5.4pp |
| Employer contribution / active EE | $1,987 | $1,571+26.5% | $5,501-63.9% | $1,974+0.7% |
| Participant deferral / active EE | $3,873 | $1,926+101.1% | $4,871-20.5% | $3,061+26.5% |
| Admin fee / account holder | $30 | $82-64.1% | $13,027-99.8% | $95-68.7% |