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 | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,150 | $69,305-4.6% | $82,313-19.6% | $69,631-5.0% |
| Participation rate | 44.1% | 80.3%-36.2pp | 76.9%-32.8pp | 70.7%-26.6pp |
| Annual return | 20.14% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $816 | $1,887-56.7% | $2,428-66.4% | $2,032-59.8% |
| Participant deferral / active EE | $1,717 | $3,568-51.9% | $3,706-53.7% | $3,224-46.8% |
| Admin fee / account holder | $2 | $97-97.5% | $5,608-100.0% | $110-97.8% |