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 | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,178 | $138,065-66.6% | $123,544-62.6% | $135,375-65.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.87% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $138 | $5,151-97.3% | $4,628-97.0% | $4,779-97.1% |
| Participant deferral / active EE | $2,345 | $6,799-65.5% | $6,426-63.5% | $5,609-58.2% |
| Admin fee / account holder | $2 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |