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 | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,815 | $69,010+28.7% | $159,960-44.5% | $68,494+29.7% |
| Participation rate | 66.2% | 65.4%+0.8pp | 78.0%-11.7pp | 67.9%-1.7pp |
| Annual return | -21.06% | -9.65%-11.4pp | 408.60%-429.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,244 | $2,213-43.8% | $4,226-70.6% | $2,596-52.1% |
| Participant deferral / active EE | $5,539 | $4,212+31.5% | $6,182-10.4% | $4,027+37.5% |
| Admin fee / account holder | $14 | $4,798-99.7% | $8,698-99.8% | $5,403-99.7% |