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 |
Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $137,920 | $55,449+148.7% | $83,848+64.5% | $56,287+145.0% |
| Participation rate | 95.0% | 68.0%+27.0pp | 76.1%+18.9pp | 69.9%+25.1pp |
| Annual return | -5.25% | -1.38%-3.9pp | 850.88%-856.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,984 | $2,430+63.9% | $3,631+9.7% | $2,111+88.7% |
| Participant deferral / active EE | $8,752 | $2,935+198.2% | $4,082+114.4% | $3,350+161.3% |
| Admin fee / account holder | $1 | $656-99.8% | $5,478-100.0% | $521-99.8% |