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.
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 | $27,563 | $41,854-34.1% | $73,843-62.7% | $52,331-47.3% |
| Participation rate | 76.0% | 66.2%+9.7pp | 73.4%+2.5pp | 68.1%+7.9pp |
| Annual return | -0.73% | 2.11%-2.8pp | 2267.84%-2268.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $530 | $1,920-72.4% | $2,787-81.0% | $1,882-71.8% |
| Participant deferral / active EE | $2,934 | $2,498+17.5% | $3,583-18.1% | $3,022-2.9% |
| Admin fee / account holder | $93 | $493-81.0% | $4,880-98.1% | $592-84.2% |