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 | $12,752 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,969 | $185,342-85.4% | $111,297-75.8% | $86,799-68.9% |
| Participation rate | 51.5% | 81.0%-29.5pp | 77.3%-25.8pp | 72.3%-20.8pp |
| Annual return | 17.09% | 500.80%-483.7pp | 54.65%-37.6pp | 97.91%-80.8pp |
| Employer contribution / active EE | $1,420 | $2,246-36.8% | $2,731-48.0% | $2,405-40.9% |
| Participant deferral / active EE | $1,317 | $4,458-70.5% | $4,487-70.6% | $4,131-68.1% |
| Admin fee / account holder | $33 | $255-87.1% | $7,964-99.6% | $170-80.6% |