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 | $50 |
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 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 | $11,945 | $47,722-75.0% | $82,719-85.6% | $64,808-81.6% |
| Participation rate | 84.5% | 67.6%+16.8pp | 72.6%+11.9pp | 71.5%+13.0pp |
| Annual return | -13.68% | -13.05%-0.6pp | 701.18%-714.9pp | 32.82%-46.5pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,749 | $3,329-17.4% | $4,395-37.4% | $4,310-36.2% |
| Admin fee / account holder | $1 | $143-99.2% | $5,329-100.0% | $188-99.4% |