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 9-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 |
|---|---|---|
Filed as: DATATEX INVESTMENT SERVICES Service code 99 · EIN 43-0785292 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,331 | $42,353-37.8% | $79,550-66.9% | $64,808-59.4% |
| Participation rate | 60.6% | 64.8%-4.2pp | 69.5%-8.9pp | 71.5%-10.9pp |
| Annual return | -9.17% | -12.24%+3.1pp | 0.16%-9.3pp | 32.82%-42.0pp |
| Employer contribution / active EE | $727 | $1,181-38.4% | $2,413-69.9% | $2,506-71.0% |
| Participant deferral / active EE | $1,912 | $3,170-39.7% | $3,985-52.0% | $4,310-55.6% |
| Admin fee / account holder | $22 | $160-86.5% | $6,832-99.7% | $188-88.5% |