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 | $50 |
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 | $40,810 | $42,546-4.1% | $71,796-43.2% | $55,167-26.0% |
| Participation rate | 67.5% | 59.1%+8.4pp | 69.1%-1.6pp | 69.0%-1.4pp |
| Annual return | 7.02% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,500 | $803+86.7% | $1,924-22.1% | $1,963-23.6% |
| Participant deferral / active EE | $2,350 | $2,064+13.8% | $2,794-15.9% | $3,054-23.1% |
| Admin fee / account holder | $7 | $650-99.0% | $4,815-99.9% | $504-98.7% |