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 6-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 | $1,731 |
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 | $44,588 | $66,457-32.9% | $81,438-45.2% | $77,671-42.6% |
| Participation rate | 37.4% | 68.7%-31.3pp | 69.5%-32.1pp | 70.6%-33.2pp |
| Annual return | 17.13% | 15.93%+1.2pp | 24.74%-7.6pp | 31.21%-14.1pp |
| Employer contribution / active EE | $1,543 | $2,159-28.5% | $2,460-37.3% | $2,726-43.4% |
| Participant deferral / active EE | $3,421 | $3,679-7.0% | $3,883-11.9% | $4,648-26.4% |
| Admin fee / account holder | $14 | $583-97.5% | $5,764-99.8% | $430-96.7% |