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 | $75 |
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 | $103,475 | $62,132+66.5% | $185,823-44.3% | $73,488+40.8% |
| Participation rate | 36.8% | 67.8%-31.0pp | 78.0%-41.2pp | 70.7%-33.9pp |
| Annual return | 13.90% | 20.44%-6.5pp | 35.95%-22.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,272 | $1,681-24.3% | $4,087-68.9% | $2,270-44.0% |
| Participant deferral / active EE | $3,066 | $3,711-17.4% | $5,632-45.6% | $3,740-18.0% |
| Admin fee / account holder | $52 | $419-87.6% | $9,500-99.5% | $513-89.9% |