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 | $723 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,725 | $60,165-63.9% | $74,183-70.7% | $55,167-60.6% |
| Participation rate | 70.2% | 74.2%-4.0pp | 76.6%-6.4pp | 69.0%+1.2pp |
| Annual return | 9.21% | 10.00%-0.8pp | 17.74%-8.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $687 | $1,600-57.1% | $2,370-71.0% | $1,963-65.0% |
| Participant deferral / active EE | $1,395 | $2,973-53.1% | $3,550-60.7% | $3,054-54.3% |
| Admin fee / account holder | $17 | $419-96.1% | $5,586-99.7% | $504-96.7% |