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 8-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 | $13,120 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,334 | $73,638-67.0% | $95,952-74.6% | $73,488-66.9% |
| Participation rate | 65.1% | 76.2%-11.0pp | 77.1%-12.0pp | 70.7%-5.6pp |
| Annual return | 18.77% | 16.78%+2.0pp | 91.61%-72.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,297 | $1,863+23.3% | $2,541-9.6% | $2,270+1.2% |
| Participant deferral / active EE | $1,561 | $3,617-56.8% | $4,167-62.5% | $3,740-58.3% |
| Admin fee / account holder | $37 | $482-92.4% | $6,795-99.5% | $513-92.9% |