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 | $25 |
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 | $38,094 | $56,629-32.7% | $77,999-51.2% | $55,167-30.9% |
| Participation rate | 63.1% | 73.3%-10.2pp | 75.5%-12.4pp | 69.0%-5.9pp |
| Annual return | 6.42% | 2866.98%-2860.6pp | 425.96%-419.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $613 | $1,723-64.4% | $2,470-75.2% | $1,963-68.8% |
| Participant deferral / active EE | $1,824 | $2,777-34.3% | $3,497-47.8% | $3,054-40.3% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |