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 6-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 | $1,493 |
Employer 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.
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 | $12,366 | $106,110-88.3% | $147,005-91.6% | $77,671-84.1% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 15.73% | 56.77%-41.0pp | 418.76%-403.0pp | 31.21%-15.5pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,644 | $7,992-29.4% | $8,070-30.1% | $4,648+21.4% |
| Admin fee / account holder | $26 | $338-92.2% | $13,006-99.8% | $430-93.9% |