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 | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,798 | $46,732-36.2% | $156,549-81.0% | $55,167-46.0% |
| Participation rate | 68.0% | 65.8%+2.2pp | 84.0%-16.0pp | 69.0%-1.0pp |
| Annual return | -1.50% | 17.72%-19.2pp | 32.23%-33.7pp | 169.23%-170.7pp |
| Employer contribution / active EE | $1,482 | $2,105-29.6% | $5,501-73.1% | $1,963-24.5% |
| Participant deferral / active EE | $2,544 | $2,204+15.4% | $4,871-47.8% | $3,054-16.7% |
| Admin fee / account holder | $0 | $418-99.9% | $13,027-100.0% | $504-99.9% |