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 |
|---|---|---|
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.
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 | $18,371 | $62,928-70.8% | $172,739-89.4% | $67,579-72.8% |
| Participation rate | 42.7% | 64.5%-21.7pp | 82.6%-39.9pp | 71.3%-28.5pp |
| Annual return | 67.48% | 30.36%+37.1pp | 802.84%-735.4pp | 378.56%-311.1pp |
| Employer contribution / active EE | $1,608 | $1,636-1.7% | $5,143-68.7% | $2,148-25.2% |
| Participant deferral / active EE | $2,631 | $2,145+22.6% | $5,198-49.4% | $3,539-25.7% |
| Admin fee / account holder | $82 | $167-51.0% | $13,954-99.4% | $142-42.6% |