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 27 · EIN 43-1451524 | Advisory (Plan) | $41,541 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,140 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,588 | $88,083+19.9% | $164,813-35.9% | $74,495+41.7% |
| Participation rate | 91.4% | 73.0%+18.4pp | 78.6%+12.8pp | 67.2%+24.2pp |
| Annual return | 22.91% | 17.26%+5.6pp | 69.93%-47.0pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $647 | $2,593-75.1% | $4,341-85.1% | $2,623-75.3% |
| Participant deferral / active EE | $6,969 | $4,498+54.9% | $6,031+15.5% | $4,346+60.4% |
| Admin fee / account holder | $265 | $2,234-88.1% | $12,690-97.9% | $1,942-86.3% |