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 | $4,014 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,298 | $56,503+176.6% | $70,092+123.0% | $64,808+141.2% |
| Participation rate | 10.2% | 70.5%-60.2pp | 70.5%-60.2pp | 71.5%-61.2pp |
| Annual return | -16.92% | -13.44%-3.5pp | 190.73%-207.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $879 | $2,046-57.0% | $2,559-65.6% | $2,506-64.9% |
| Participant deferral / active EE | $1,032 | $3,389-69.5% | $3,849-73.2% | $4,310-76.1% |
| Admin fee / account holder | $87 | $160-45.5% | $6,267-98.6% | $188-53.5% |