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 | $19,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,871 | $55,790-33.9% | $76,817-52.0% | $67,579-45.4% |
| Participation rate | 32.1% | 71.1%-38.9pp | 72.1%-39.9pp | 71.3%-39.1pp |
| Annual return | 19.49% | 64.45%-45.0pp | 1166.11%-1146.6pp | 378.56%-359.1pp |
| Employer contribution / active EE | $554 | $1,810-69.4% | $2,302-75.9% | $2,148-74.2% |
| Participant deferral / active EE | $1,308 | $2,875-54.5% | $3,336-60.8% | $3,539-63.1% |
| Admin fee / account holder | $130 | $159-18.6% | $6,420-98.0% | $142-8.9% |