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 | $1,980 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,770 | $66,124-12.6% | $90,404-36.1% | $73,488-21.4% |
| Participation rate | 58.7% | 69.7%-11.0pp | 72.7%-14.0pp | 70.7%-12.0pp |
| Annual return | 14.36% | 17.65%-3.3pp | 1293.02%-1278.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,477 | $2,346-37.1% | $3,262-54.7% | $2,270-34.9% |
| Participant deferral / active EE | $2,667 | $3,039-12.2% | $3,963-32.7% | $3,740-28.7% |
| Admin fee / account holder | $30 | $396-92.3% | $5,611-99.5% | $513-94.1% |