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 | $50 |
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.
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 | $53,875 | $45,283+19.0% | $155,790-65.4% | $52,331+3.0% |
| Participation rate | 20.0% | 62.2%-42.2pp | 76.1%-56.1pp | 68.1%-48.1pp |
| Annual return | 0.47% | 1.80%-1.3pp | 71.54%-71.1pp | 4.54%-4.1pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,836-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,090 | $2,854-61.8% | $4,797-77.3% | $3,022-63.9% |
| Admin fee / account holder | $1 | $981-99.9% | $7,478-100.0% | $592-99.9% |