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 | $225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,238 | $74,024-80.8% | $77,999-81.7% | $57,658-75.3% |
| Participation rate | 95.7% | 79.7%+15.9pp | 75.5%+20.2pp | 70.2%+25.5pp |
| Annual return | 0.00% | 12.14%-12.1pp | 425.96%-426.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $684 | $2,365-71.1% | $2,470-72.3% | $1,974-65.3% |
| Participant deferral / active EE | $1,795 | $3,533-49.2% | $3,497-48.7% | $3,061-41.3% |
| Admin fee / account holder | $0 | $93-99.5% | $5,480-100.0% | $95-99.5% |