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 | $920 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,529 | $107,378-61.3% | $108,579-61.8% | $57,658-28.0% |
| Participation rate | 57.1% | 77.1%-20.0pp | 79.6%-22.5pp | 70.2%-13.1pp |
| Annual return | 7.19% | 12.80%-5.6pp | -51.70%+58.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,063 | $1,782-40.3% | $3,758-71.7% | $1,974-46.2% |
| Participant deferral / active EE | $1,650 | $3,221-48.8% | $4,311-61.7% | $3,061-46.1% |
| Admin fee / account holder | $3 | $108-96.9% | $7,645-100.0% | $95-96.4% |