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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,027 | $92,055+9.7% | $106,213-4.9% | $77,643+30.1% |
| Participation rate | 59.2% | 81.0%-21.8pp | 75.3%-16.0pp | 70.6%-11.3pp |
| Annual return | 14.55% | 17.91%-3.4pp | 116.14%-101.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,145 | $3,367-36.3% | $3,171-32.4% | $2,726-21.3% |
| Participant deferral / active EE | $4,436 | $5,386-17.6% | $5,016-11.6% | $4,647-4.6% |
| Admin fee / account holder | $216 | $219-1.3% | $11,033-98.0% | $430-49.8% |