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 | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,216 | $48,261-22.9% | $68,793-45.9% | $55,725-33.2% |
| Participation rate | 56.0% | 71.0%-15.0pp | 72.2%-16.2pp | 70.9%-14.8pp |
| Annual return | -5.84% | -2.61%-3.2pp | -4.63%-1.2pp | 244.93%-250.8pp |
| Employer contribution / active EE | $935 | $1,742-46.3% | $2,625-64.4% | $2,078-55.0% |
| Participant deferral / active EE | $2,486 | $2,712-8.3% | $3,311-24.9% | $3,356-25.9% |
| Admin fee / account holder | $2 | $126-98.6% | $5,131-100.0% | $115-98.4% |