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 | $172,668 | $99,957+72.7% | $149,696+15.3% | $73,488+135.0% |
| Participation rate | 55.5% | 75.7%-20.2pp | 82.5%-27.0pp | 70.7%-15.2pp |
| Annual return | 16.67% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,632 | $6,073-23.7% | $6,842-32.3% | $3,740+23.9% |
| Admin fee / account holder | $131 | $551-76.2% | $9,309-98.6% | $513-74.5% |