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 | $7,930 |
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 | $28,768 | $52,293-45.0% | $178,490-83.9% | $73,409-60.8% |
| Participation rate | 44.3% | 65.3%-21.1pp | 81.9%-37.7pp | 72.2%-27.9pp |
| Annual return | 14.62% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $595 | $1,735-65.7% | $5,011-88.1% | $2,234-73.4% |
| Participant deferral / active EE | $1,122 | $2,332-51.9% | $5,202-78.4% | $3,805-70.5% |
| Admin fee / account holder | $46 | $127-64.0% | $13,984-99.7% | $158-71.0% |