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 | $3,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $70,562 | $60,165+17.3% | $74,183-4.9% | $55,167+27.9% |
| Participation rate | 61.6% | 74.2%-12.5pp | 76.6%-15.0pp | 69.0%-7.4pp |
| Annual return | 8.67% | 10.00%-1.3pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,017 | $1,600+26.1% | $2,370-14.9% | $1,963+2.8% |
| Participant deferral / active EE | $4,083 | $2,973+37.4% | $3,550+15.0% | $3,054+33.7% |
| Admin fee / account holder | $52 | $419-87.6% | $5,586-99.1% | $504-89.7% |