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 | $80,863 | $54,320+48.9% | $67,652+19.5% | $52,331+54.5% |
| Participation rate | 61.8% | 73.6%-11.8pp | 75.7%-13.8pp | 68.1%-6.3pp |
| Annual return | 0.25% | 6.81%-6.6pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,661 | $2,950+58.0% | $3,560+30.9% | $3,022+54.2% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |