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 9-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 | $11,368 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,741 | $71,883-54.5% | $86,677-62.2% | $68,494-52.2% |
| Participation rate | 82.7% | 72.2%+10.5pp | 76.6%+6.1pp | 67.9%+14.8pp |
| Annual return | -6.96% | 3.52%-10.5pp | 35.91%-42.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,968 | $3,779+110.9% | $4,656+71.2% | $4,027+97.9% |
| Admin fee / account holder | $113 | $6,112-98.1% | $7,493-98.5% | $5,403-97.9% |