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.
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 | $48,274 | $42,396+13.9% | $67,313-28.3% | $56,287-14.2% |
| Participation rate | 50.4% | 61.0%-10.6pp | 69.1%-18.7pp | 69.9%-19.5pp |
| Annual return | -4.23% | -36.63%+32.4pp | -4.08%-0.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $650 | $1,414-54.0% | $2,566-74.7% | $2,111-69.2% |
| Participant deferral / active EE | $1,987 | $2,360-15.8% | $3,568-44.3% | $3,350-40.7% |
| Admin fee / account holder | $10 | $510-98.0% | $4,507-99.8% | $521-98.1% |