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 | $9,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,478 | $40,174-4.2% | $84,015-54.2% | $67,579-43.1% |
| Participation rate | 17.7% | 62.7%-45.0pp | 69.0%-51.4pp | 71.3%-53.6pp |
| Annual return | 22.95% | 25.82%-2.9pp | 71.31%-48.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $337 | $808-58.3% | $1,983-83.0% | $2,148-84.3% |
| Participant deferral / active EE | $680 | $2,301-70.5% | $3,239-79.0% | $3,539-80.8% |
| Admin fee / account holder | $74 | $128-42.0% | $6,101-98.8% | $142-47.7% |