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 | $25 |
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 | $58,687 | $46,100+27.3% | $86,590-32.2% | $69,631-15.7% |
| Participation rate | 41.4% | 67.2%-25.8pp | 73.5%-32.2pp | 70.7%-29.3pp |
| Annual return | 14.04% | 21.02%-7.0pp | 964.84%-950.8pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,368 | $2,432-2.6% | $3,609-34.4% | $3,224-26.5% |
| Admin fee / account holder | $0 | $94-99.8% | $4,906-100.0% | $110-99.8% |