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 | $175 |
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.
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 | $17,153 | $54,320-68.4% | $67,652-74.6% | $52,331-67.2% |
| Participation rate | 98.0% | 73.6%+24.4pp | 75.7%+22.3pp | 68.1%+29.9pp |
| Annual return | -0.17% | 6.81%-7.0pp | 6625.04%-6625.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,965 | $1,544+27.3% | $2,266-13.3% | $1,882+4.4% |
| Participant deferral / active EE | $801 | $2,950-72.9% | $3,560-77.5% | $3,022-73.5% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.9% |