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 | $2,801 |
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 | $95,596 | $66,302+44.2% | $110,238-13.3% | $56,287+69.8% |
| Participation rate | 65.4% | 74.9%-9.5pp | 79.8%-14.4pp | 69.9%-4.5pp |
| Annual return | -2.30% | -1.18%-1.1pp | 314.74%-317.0pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,729 | $2,047-15.6% | $3,826-54.8% | $2,111-18.1% |
| Participant deferral / active EE | $3,474 | $3,381+2.7% | $4,672-25.6% | $3,350+3.7% |
| Admin fee / account holder | $25 | $698-96.4% | $8,547-99.7% | $521-95.1% |