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.
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 | $48,302 | $39,458+22.4% | $60,547-20.2% | $55,191-12.5% |
| Participation rate | 39.1% | 59.6%-20.5pp | 68.0%-28.8pp | 69.2%-30.0pp |
| Annual return | -0.71% | 3.35%-4.1pp | 335.64%-336.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $252 | $1,210-79.2% | $2,419-89.6% | $1,899-86.8% |
| Participant deferral / active EE | $1,919 | $2,140-10.4% | $3,328-42.3% | $3,046-37.0% |
| Admin fee / account holder | $1 | $95-98.4% | $4,536-100.0% | $91-98.4% |