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 | $7,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $32,470 | $63,905-49.2% | $74,183-56.2% | $57,658-43.7% |
| Participation rate | 34.2% | 79.8%-45.6pp | 76.6%-42.4pp | 70.2%-36.0pp |
| Annual return | 8.89% | 60.60%-51.7pp | 17.74%-8.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $731 | $1,840-60.3% | $2,370-69.2% | $1,974-63.0% |
| Participant deferral / active EE | $1,301 | $3,448-62.3% | $3,550-63.3% | $3,061-57.5% |
| Admin fee / account holder | $56 | $91-38.5% | $5,586-99.0% | $95-40.7% |