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 | $3,715 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $13,132 | $62,928-79.1% | $172,739-92.4% | $67,579-80.6% |
| Participation rate | 42.9% | 64.5%-21.6pp | 82.6%-39.8pp | 71.3%-28.4pp |
| Annual return | 21.91% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,114 | $1,636-31.9% | $5,143-78.3% | $2,148-48.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $5 | $167-96.7% | $13,954-100.0% | $142-96.1% |