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 | $14,746 |
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 | $39,307 | $98,727-60.2% | $113,168-65.3% | $85,563-54.1% |
| Participation rate | 55.3% | 80.8%-25.5pp | 76.6%-21.3pp | 66.0%-10.7pp |
| Annual return | 16.77% | 17.43%-0.7pp | 24.27%-7.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,729 | $2,907-40.5% | $2,975-41.9% | $2,654-34.9% |
| Participant deferral / active EE | $1,610 | $5,424-70.3% | $5,107-68.5% | $4,375-63.2% |
| Admin fee / account holder | $34 | $357-90.5% | $12,068-99.7% | $834-95.9% |