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 | $18,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,935 | $27,330+13.2% | $67,711-54.3% | $55,191-43.9% |
| Participation rate | 37.2% | 47.5%-10.3pp | 67.5%-30.3pp | 69.2%-31.9pp |
| Annual return | 0.20% | 8.81%-8.6pp | 25.41%-25.2pp | 10.78%-10.6pp |
| Employer contribution / active EE | $719 | $855-15.9% | $2,559-71.9% | $1,899-62.1% |
| Participant deferral / active EE | $1,687 | $1,709-1.3% | $3,585-52.9% | $3,046-44.6% |
| Admin fee / account holder | $37 | $109-66.1% | $4,255-99.1% | $91-59.2% |