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 | $5,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,244 | $165,335-38.8% | $149,696-32.4% | $158,922-36.3% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 26.73% | 348.15%-321.4pp | 276.60%-249.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,875 | $5,103-63.3% | $4,644-59.6% | $4,761-60.6% |
| Participant deferral / active EE | $3,127 | $7,181-56.4% | $6,842-54.3% | $5,982-47.7% |
| Admin fee / account holder | $45 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |