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 | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,200 | $59,186-11.8% | $76,768-32.0% | $56,287-7.3% |
| Participation rate | 47.7% | 75.2%-27.5pp | 77.0%-29.2pp | 69.9%-22.1pp |
| Annual return | -7.37% | 6.62%-14.0pp | 2.43%-9.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,802 | $1,759+2.5% | $2,485-27.5% | $2,111-14.6% |
| Participant deferral / active EE | $3,496 | $3,255+7.4% | $3,852-9.2% | $3,350+4.4% |
| Admin fee / account holder | $293 | $489-40.0% | $6,675-95.6% | $521-43.7% |