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 | $50 |
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 | $85,032 | $64,954+30.9% | $115,752-26.5% | $62,292+36.5% |
| Participation rate | 23.0% | 73.0%-50.0pp | 77.8%-54.8pp | 69.5%-46.5pp |
| Annual return | 30.09% | 24.87%+5.2pp | 19.41%+10.7pp | 28.90%+1.2pp |
| Employer contribution / active EE | $0 | $2,344-100.0% | $3,492-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,901 | $3,665-48.1% | $5,204-63.5% | $3,169-40.0% |
| Admin fee / account holder | $1 | $414-99.8% | $6,278-100.0% | $479-99.8% |