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 10 · EIN 06-0876812 | Accounting | $16,400 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,600 |
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 | $209,856 | $80,724+160.0% | $103,333+103.1% | $74,495+181.7% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.6pp | 67.2%+26.0pp |
| Annual return | 14.35% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,044 | $3,157-3.6% | $3,868-21.3% | $2,623+16.1% |
| Participant deferral / active EE | $7,077 | $3,860+83.3% | $5,057+39.9% | $4,346+62.9% |
| Admin fee / account holder | $3 | $2,368-99.9% | $8,355-100.0% | $1,942-99.9% |