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 | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,179 | $65,395+1.2% | $182,532-63.7% | $72,985-9.3% |
| Participation rate | 63.2% | 65.4%-2.3pp | 78.0%-14.8pp | 69.5%-6.3pp |
| Annual return | 21.72% | 27.68%-6.0pp | 148.54%-126.8pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,005 | $1,911-47.4% | $4,076-75.3% | $2,440-58.8% |
| Participant deferral / active EE | $3,482 | $3,563-2.3% | $5,524-37.0% | $3,607-3.5% |
| Admin fee / account holder | $1 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |