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 6-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 | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,709 | $85,135-88.6% | $98,907-90.2% | $73,409-86.8% |
| Participation rate | 93.2% | 81.1%+12.0pp | 76.0%+17.1pp | 72.2%+21.0pp |
| Annual return | 15.20% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $5,244 | $2,721+92.7% | $2,689+95.0% | $2,234+134.8% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $139-99.7% | $6,642-100.0% | $158-99.8% |