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 | $13,960 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,323 | $88,890-62.5% | $102,423-67.5% | $77,643-57.1% |
| Participation rate | 53.9% | 80.9%-27.0pp | 76.5%-22.6pp | 70.6%-16.7pp |
| Annual return | 20.51% | 24.98%-4.5pp | 29.32%-8.8pp | 31.24%-10.7pp |
| Employer contribution / active EE | $1,823 | $2,698-32.4% | $3,023-39.7% | $2,726-33.1% |
| Participant deferral / active EE | $1,549 | $5,145-69.9% | $5,053-69.4% | $4,647-66.7% |
| Admin fee / account holder | $33 | $235-86.0% | $9,451-99.7% | $430-92.3% |