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 | $23,707 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,174 |
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.
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 | $38,997 | $42,353-7.9% | $79,550-51.0% | $64,808-39.8% |
| Participation rate | 19.7% | 64.8%-45.1pp | 69.5%-49.8pp | 71.5%-51.8pp |
| Annual return | -15.65% | -12.24%-3.4pp | 0.16%-15.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $466 | $1,181-60.5% | $2,413-80.7% | $2,506-81.4% |
| Participant deferral / active EE | $875 | $3,170-72.4% | $3,985-78.0% | $4,310-79.7% |
| Admin fee / account holder | $256 | $160+60.2% | $6,832-96.3% | $188+36.1% |