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 | $4,208 |
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 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 | $115,753 | $50,666+128.5% | $76,817+50.7% | $65,185+77.6% |
| Participation rate | 16.1% | 68.8%-52.7pp | 72.1%-55.9pp | 70.2%-54.1pp |
| Annual return | 21.64% | 28.51%-6.9pp | 1166.11%-1144.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $479 | $1,575-69.6% | $2,302-79.2% | $2,177-78.0% |
| Participant deferral / active EE | $1,061 | $2,647-59.9% | $3,336-68.2% | $3,514-69.8% |
| Admin fee / account holder | $81 | $463-82.5% | $6,420-98.7% | $847-90.4% |