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 | $0 |
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 | $50,609 | $57,435-11.9% | $105,218-51.9% | $55,191-8.3% |
| Participation rate | 21.4% | 71.3%-50.0pp | 77.2%-55.9pp | 69.2%-47.8pp |
| Annual return | 0.18% | 2.97%-2.8pp | 5.33%-5.2pp | 10.78%-10.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,653 | $3,495-52.7% | $4,867-66.0% | $3,046-45.7% |
| Admin fee / account holder | $0 | $70-100.0% | $6,992-100.0% | $91-100.0% |