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 | $825 |
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 | $31,571 | $35,986-12.3% | $77,482-59.3% | $73,488-57.0% |
| Participation rate | 52.4% | 40.8%+11.6pp | 54.2%-1.8pp | 70.7%-18.3pp |
| Annual return | 12.78% | 19.26%-6.5pp | 54.79%-42.0pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1 | $557-99.9% | $986-99.9% | $2,270-100.0% |
| Participant deferral / active EE | $1,775 | $1,198+48.2% | $1,861-4.6% | $3,740-52.5% |
| Admin fee / account holder | $27 | $466-94.2% | $2,858-99.1% | $513-94.8% |