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 | $3,700 |
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 | $40,298 | $61,473-34.4% | $81,930-50.8% | $73,409-45.1% |
| Participation rate | 52.0% | 72.4%-20.4pp | 72.0%-20.0pp | 72.2%-20.1pp |
| Annual return | 23.48% | 28.26%-4.8pp | 29.49%-6.0pp | 59.29%-35.8pp |
| Employer contribution / active EE | $1,513 | $1,898-20.3% | $4,310-64.9% | $2,234-32.3% |
| Participant deferral / active EE | $2,565 | $3,080-16.7% | $7,107-63.9% | $3,805-32.6% |
| Admin fee / account holder | $6 | $125-95.0% | $5,158-99.9% | $158-96.0% |