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 | $1,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,127 | $44,873-3.9% | $79,464-45.7% | $56,287-23.4% |
| Participation rate | 58.5% | 68.7%-10.2pp | 73.3%-14.8pp | 69.9%-11.3pp |
| Annual return | -4.56% | 0.81%-5.4pp | 718.14%-722.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,216 | $2,140-43.2% | $2,800-56.6% | $2,111-42.4% |
| Participant deferral / active EE | $2,266 | $2,746-17.5% | $3,704-38.8% | $3,350-32.3% |
| Admin fee / account holder | $23 | $418-94.5% | $5,113-99.5% | $521-95.6% |