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 | $17,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,558 | $64,119+137.9% | $112,228+35.9% | $66,914+128.0% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.1%-21.2pp | 69.8%-16.0pp |
| Annual return | -17.49% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,700 | $3,005-43.4% | $3,635-53.2% | $2,544-33.2% |
| Participant deferral / active EE | $3,675 | $3,693-0.5% | $4,728-22.3% | $4,237-13.3% |
| Admin fee / account holder | $262 | $625-58.1% | $6,410-95.9% | $593-55.9% |