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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $40,751 |
TOBAM SAS1 year Service code 28 | Investment Management | $20,987 |
NEEDLES & ASSOCIATES, LLC2+ years Service code 10 · EIN 51-0435869 | Accounting | $13,256 |
US BANK2+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $9,950 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,645 | $89,739-82.6% | $149,718-89.6% | $62,292-74.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 5.81% | 21.01%-15.2pp | 1501.63%-1495.8pp | 28.90%-23.1pp |
| Employer contribution / active EE | $4,150 | $3,233+28.4% | $5,445-23.8% | $2,042+103.2% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $207 | $551-62.5% | $11,283-98.2% | $479-56.9% |