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 10-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 | $1,125 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,376 | $53,412-58.1% | $68,509-67.3% | $52,331-57.2% |
| Participation rate | 98.6% | 71.7%+27.0pp | 74.7%+23.9pp | 68.1%+30.5pp |
| Annual return | 5.12% | 3.42%+1.7pp | 8.27%-3.1pp | 4.54%+0.6pp |
| Employer contribution / active EE | $1,387 | $1,607-13.7% | $2,278-39.1% | $1,882-26.3% |
| Participant deferral / active EE | $2,547 | $2,688-5.2% | $3,382-24.7% | $3,022-15.7% |
| Admin fee / account holder | $5 | $461-99.0% | $5,275-99.9% | $592-99.2% |