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 | $7,980 |
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 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 | $24,625 | $62,928-60.9% | $172,739-85.7% | $67,579-63.6% |
| Participation rate | 46.2% | 64.5%-18.3pp | 82.6%-36.4pp | 71.3%-25.1pp |
| Annual return | 4.79% | 30.36%-25.6pp | 802.84%-798.0pp | 378.56%-373.8pp |
| Employer contribution / active EE | $581 | $1,636-64.5% | $5,143-88.7% | $2,148-72.9% |
| Participant deferral / active EE | $1,108 | $2,145-48.3% | $5,198-78.7% | $3,539-68.7% |
| Admin fee / account holder | $45 | $167-72.8% | $13,954-99.7% | $142-68.1% |