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 | $3,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,082 | $64,119-21.9% | $112,228-55.4% | $66,914-25.2% |
| Participation rate | 47.2% | 68.5%-21.2pp | 75.1%-27.8pp | 69.8%-22.6pp |
| Annual return | -12.86% | -13.81%+0.9pp | 27.45%-40.3pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,428 | $3,005-52.5% | $3,635-60.7% | $2,544-43.9% |
| Participant deferral / active EE | $3,150 | $3,693-14.7% | $4,728-33.4% | $4,237-25.7% |
| Admin fee / account holder | $70 | $625-88.8% | $6,410-98.9% | $593-88.2% |