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 | $4,404 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,669 | $54,590+165.0% | $81,930+76.6% | $73,488+96.9% |
| Participation rate | 18.9% | 68.3%-49.4pp | 72.0%-53.1pp | 70.7%-51.8pp |
| Annual return | 12.74% | 17.74%-5.0pp | 29.49%-16.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $554 | $1,636-66.1% | $4,310-87.1% | $2,270-75.6% |
| Participant deferral / active EE | $1,422 | $2,759-48.5% | $7,107-80.0% | $3,740-62.0% |
| Admin fee / account holder | $90 | $592-84.8% | $5,158-98.3% | $513-82.5% |