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 | $125 |
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 | $37,442 | $62,543-40.1% | $83,333-55.1% | $55,725-32.8% |
| Participation rate | 41.1% | 78.4%-37.3pp | 77.8%-36.7pp | 70.9%-29.8pp |
| Annual return | -4.26% | 14.85%-19.1pp | 10.63%-14.9pp | 244.93%-249.2pp |
| Employer contribution / active EE | $688 | $2,427-71.7% | $3,379-79.6% | $2,078-66.9% |
| Participant deferral / active EE | $1,172 | $5,682-79.4% | $5,565-78.9% | $3,356-65.1% |
| Admin fee / account holder | $1 | $103-99.2% | $7,510-100.0% | $115-99.3% |