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 | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,769 | $35,485-24.6% | $74,550-64.1% | $55,725-52.0% |
| Participation rate | 65.2% | 62.5%+2.6pp | 69.1%-4.0pp | 70.9%-5.7pp |
| Annual return | -3.82% | 0.72%-4.5pp | 32.53%-36.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,593 | $777+105.0% | $1,961-18.8% | $2,078-23.3% |
| Participant deferral / active EE | $2,713 | $2,181+24.4% | $3,108-12.7% | $3,356-19.1% |
| Admin fee / account holder | $160 | $114+40.1% | $5,060-96.8% | $115+39.0% |