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 55 · EIN 38-1961943 | Other Commissions | $141,760 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $127,828 | $68,413+86.8% | $123,104+3.8% | $55,191+131.6% |
| Participation rate | 74.9% | 84.5%-9.6pp | 86.8%-11.8pp | 69.2%+5.8pp |
| Annual return | -0.22% | 6.30%-6.5pp | 13.22%-13.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $2,304 | $3,050-24.5% | $5,151-55.3% | $1,899+21.3% |
| Participant deferral / active EE | $5,703 | $4,490+27.0% | $6,230-8.5% | $3,046+87.2% |
| Admin fee / account holder | $0 | $88-99.8% | $9,015-100.0% | $91-99.8% |