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 5-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,180 | $82,664-22.4% | $125,339-48.8% | $68,494-6.3% |
| Participation rate | 70.5% | 75.0%-4.5pp | 82.4%-11.9pp | 67.9%+2.6pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,667 | $3,381+38.0% | $4,814-3.0% | $2,596+79.7% |
| Participant deferral / active EE | $10,688 | $6,110+74.9% | $7,446+43.5% | $4,027+165.4% |
| Admin fee / account holder | $243 | $6,275-96.1% | $10,010-97.6% | $5,403-95.5% |