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 | $1,862 |
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 | $47,539 | $66,601-28.6% | $92,893-48.8% | $67,579-29.7% |
| Participation rate | 41.2% | 72.5%-31.3pp | 76.0%-34.8pp | 71.3%-30.1pp |
| Annual return | 54.24% | 92.58%-38.3pp | 109.41%-55.2pp | 378.56%-324.3pp |
| Employer contribution / active EE | $1,095 | $2,775-60.6% | $3,653-70.0% | $2,148-49.0% |
| Participant deferral / active EE | $2,706 | $3,157-14.3% | $4,236-36.1% | $3,539-23.5% |
| Admin fee / account holder | $20 | $199-89.8% | $5,794-99.7% | $142-85.8% |