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 | $1,100 |
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 | $44,314 | $55,790-20.6% | $76,817-42.3% | $67,579-34.4% |
| Participation rate | 53.4% | 71.1%-17.7pp | 72.1%-18.7pp | 71.3%-17.9pp |
| Annual return | 24.32% | 64.45%-40.1pp | 1166.11%-1141.8pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,312 | $1,810-27.5% | $2,302-43.0% | $2,148-38.9% |
| Participant deferral / active EE | $2,740 | $2,875-4.7% | $3,336-17.9% | $3,539-22.6% |
| Admin fee / account holder | $3 | $159-98.4% | $6,420-100.0% | $142-98.2% |