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 | $960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,748 | $48,335-86.0% | $121,098-94.4% | $71,457-90.6% |
| Participation rate | 53.1% | 54.3%-1.2pp | 69.5%-16.4pp | 67.9%-14.9pp |
| Annual return | 25.01% | 23.32%+1.7pp | 985.75%-960.7pp | 28.85%-3.8pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,256 | $2,754-18.1% | $4,080-44.7% | $4,289-47.4% |
| Admin fee / account holder | $8 | $1,841-99.6% | $5,644-99.9% | $1,587-99.5% |