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 | $13,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,857 | $55,416+17.0% | $75,972-14.6% | $77,643-16.5% |
| Participation rate | 41.3% | 63.6%-22.3pp | 69.1%-27.8pp | 70.6%-29.3pp |
| Annual return | 10.13% | 17.07%-6.9pp | 359.55%-349.4pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,299 | $1,788-27.3% | $2,685-51.6% | $2,726-52.3% |
| Participant deferral / active EE | $2,132 | $3,447-38.2% | $4,255-49.9% | $4,647-54.1% |
| Admin fee / account holder | $174 | $414-58.0% | $6,467-97.3% | $430-59.6% |