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 | $25 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,360 | $155,795-90.1% | $136,294-88.7% | $69,631-77.9% |
| Participation rate | 80.1% | 75.2%+4.8pp | 81.9%-1.8pp | 70.7%+9.4pp |
| Annual return | 78.28% | 232464.33%-232386.1pp | 5155.94%-5077.7pp | 27571.02%-27492.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,810 | $5,394-10.8% | $6,247-23.0% | $3,224+49.2% |
| Admin fee / account holder | $46 | $128-63.9% | $9,243-99.5% | $110-58.1% |