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 | $11,541 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,180 | $68,413-60.3% | $123,104-77.9% | $55,191-50.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 86.8%+0.8pp | 69.2%+18.4pp |
| Annual return | 0.64% | 6.30%-5.7pp | 13.22%-12.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,901 | $3,050-4.9% | $5,151-43.7% | $1,899+52.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $35 | $88-60.5% | $9,015-99.6% | $91-61.8% |