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 | $146 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,392 | $102,553+158.8% | $151,611+75.0% | $66,914+296.6% |
| Participation rate | 91.5% | 85.5%+6.0pp | 87.5%+4.1pp | 69.8%+21.7pp |
| Annual return | -24.26% | -10.82%-13.4pp | 3.33%-27.6pp | 1.58%-25.8pp |
| Employer contribution / active EE | $14,617 | $4,180+249.7% | $6,166+137.1% | $2,544+474.5% |
| Participant deferral / active EE | $10,490 | $6,641+58.0% | $8,363+25.4% | $4,237+147.6% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |