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 | $21,565 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,517 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,971 | $64,286-33.2% | $90,951-52.8% | $73,409-41.5% |
| Participation rate | 15.8% | 63.6%-47.8pp | 69.0%-53.2pp | 72.2%-56.4pp |
| Annual return | 17.93% | 21.45%-3.5pp | 134.60%-116.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $330 | $895-63.1% | $2,122-84.5% | $2,234-85.2% |
| Participant deferral / active EE | $606 | $2,453-75.3% | $3,373-82.0% | $3,805-84.1% |
| Admin fee / account holder | $240 | $287-16.4% | $5,959-96.0% | $158+52.0% |