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 | $7,450 |
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 | $23,759 | $37,196-36.1% | $154,107-84.6% | $55,725-57.4% |
| Participation rate | 34.8% | 64.1%-29.3pp | 83.0%-48.2pp | 70.9%-36.0pp |
| Annual return | 9.62% | 1319.68%-1310.1pp | 735.12%-725.5pp | 244.93%-235.3pp |
| Employer contribution / active EE | $435 | $1,614-73.1% | $5,298-91.8% | $2,078-79.1% |
| Participant deferral / active EE | $827 | $2,068-60.0% | $5,081-83.7% | $3,356-75.4% |
| Admin fee / account holder | $43 | $102-57.9% | $13,411-99.7% | $115-62.8% |