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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $40,652 | $75,183-45.9% | $123,892-67.2% | $55,167-26.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 81.4%-31.4pp | 69.0%-19.0pp |
| Annual return | 7.14% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $994 | $2,823-64.8% | $4,617-78.5% | $1,963-49.3% |
| Participant deferral / active EE | $1,734 | $5,084-65.9% | $5,984-71.0% | $3,054-43.2% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |