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 9-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 | $1,437 |
Employer 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 | $3,045 | $45,602-93.3% | $117,472-97.4% | $66,914-95.4% |
| Participation rate | 88.2% | 57.6%+30.6pp | 70.6%+17.6pp | 69.8%+18.4pp |
| Annual return | -17.29% | -16.74%-0.6pp | 29.74%-47.0pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,551 | $2,845-45.5% | $4,070-61.9% | $4,237-63.4% |
| Admin fee / account holder | $10 | $661-98.5% | $5,645-99.8% | $593-98.4% |