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 | $7,137 |
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 | $35,012 | $114,195-69.3% | $106,548-67.1% | $93,030-62.4% |
| Participation rate | 83.0% | 86.4%-3.3pp | 76.1%+6.9pp | 73.9%+9.1pp |
| Annual return | 19.18% | 22.18%-3.0pp | 26.80%-7.6pp | 158.70%-139.5pp |
| Employer contribution / active EE | $1,440 | $4,009-64.1% | $2,819-48.9% | $2,706-46.8% |
| Participant deferral / active EE | $2,707 | $5,908-54.2% | $4,398-38.5% | $4,562-40.7% |
| Admin fee / account holder | $7 | $105-93.1% | $7,407-99.9% | $152-95.3% |