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 | $150 |
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 | $63,727 | $46,297+37.6% | $71,671-11.1% | $62,292+2.3% |
| Participation rate | 51.9% | 60.6%-8.8pp | 68.7%-16.9pp | 69.5%-17.6pp |
| Annual return | 20.96% | 22.32%-1.4pp | 20.65%+0.3pp | 28.90%-7.9pp |
| Employer contribution / active EE | $345 | $1,412-75.6% | $2,460-86.0% | $2,042-83.1% |
| Participant deferral / active EE | $2,711 | $2,235+21.3% | $3,438-21.1% | $3,169-14.5% |
| Admin fee / account holder | $1 | $461-99.8% | $5,558-100.0% | $479-99.8% |