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 | $5,130 |
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 | $26,206 | $136,266-80.8% | $90,749-71.1% | $77,904-66.4% |
| Participation rate | 88.0% | 86.6%+1.4pp | 75.7%+12.3pp | 73.7%+14.3pp |
| Annual return | -11.82% | -11.32%-0.5pp | -12.16%+0.3pp | 12.21%-24.0pp |
| Employer contribution / active EE | $1,563 | $4,215-62.9% | $2,921-46.5% | $2,848-45.1% |
| Participant deferral / active EE | $2,923 | $6,353-54.0% | $4,564-36.0% | $4,806-39.2% |
| Admin fee / account holder | $4 | $399-99.0% | $8,445-100.0% | $133-96.9% |