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 9-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 | $18,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,814 | $69,823-22.9% | $77,163-30.3% | $74,419-27.7% |
| Participation rate | 44.5% | 70.0%-25.5pp | 69.6%-25.1pp | 70.7%-26.2pp |
| Annual return | 7.25% | 19.98%-12.7pp | 37.87%-30.6pp | 34.38%-27.1pp |
| Employer contribution / active EE | $782 | $2,150-63.6% | $2,535-69.1% | $2,637-70.3% |
| Participant deferral / active EE | $1,764 | $3,558-50.4% | $3,833-54.0% | $4,528-61.0% |
| Admin fee / account holder | $140 | $398-64.7% | $5,472-97.4% | $348-59.7% |