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 | $600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,394 | $107,378-79.1% | $108,579-79.4% | $57,658-61.2% |
| Participation rate | 83.1% | 77.1%+6.0pp | 79.6%+3.6pp | 70.2%+12.9pp |
| Annual return | 11.68% | 12.80%-1.1pp | -51.70%+63.4pp | 5.13%+6.5pp |
| Employer contribution / active EE | $1,007 | $1,782-43.5% | $3,758-73.2% | $1,974-49.0% |
| Participant deferral / active EE | $2,624 | $3,221-18.5% | $4,311-39.1% | $3,061-14.3% |
| Admin fee / account holder | $1 | $108-98.7% | $7,645-100.0% | $95-98.5% |