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 | $3,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,365 | $76,050+0.4% | $96,544-20.9% | $71,457+6.9% |
| Participation rate | 67.9% | 74.4%-6.5pp | 76.0%-8.0pp | 67.9%0pp |
| Annual return | 14.99% | 22.81%-7.8pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,179 | $2,244-47.5% | $2,965-60.2% | $2,588-54.4% |
| Participant deferral / active EE | $3,003 | $4,215-28.8% | $4,851-38.1% | $4,289-30.0% |
| Admin fee / account holder | $60 | $2,707-97.8% | $8,252-99.3% | $1,587-96.2% |