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 | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $124,246 | $64,909+91.4% | $82,313+50.9% | $62,292+99.5% |
| Participation rate | 81.4% | 74.9%+6.5pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 17.99% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,712 | $1,676+61.8% | $2,428+11.7% | $2,042+32.8% |
| Participant deferral / active EE | $5,179 | $3,103+66.9% | $3,706+39.7% | $3,169+63.4% |
| Admin fee / account holder | $21 | $440-95.2% | $5,608-99.6% | $479-95.6% |