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 |
|---|---|---|
FRIEDMAN & ANSPACH2+ years Service code 29 · EIN 13-3403675 | Legal | $12,257 |
LOCAL 338 H&W FUND2+ years Service code 50 · EIN 13-2980858 | Direct Payment | $10,239 |
RWDSU/UFCW LOCAL 3382+ years Service code 50 · EIN 13-1215100 | Direct Payment | $9,904 |
NOVAK FRANCELLA LLC1 year Service code 50 · EIN 61-1436956 | Direct Payment | $8,800 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,232-100.0% | $71,796-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 60.1%-60.1pp | 69.1%-69.1pp | 71.1%-71.1pp |
| Annual return | 10.27% | 11.99%-1.7pp | 78.04%-67.8pp | 48.65%-38.4pp |
| Employer contribution / active EE | $961 | $723+32.9% | $1,924-50.1% | $2,182-56.0% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |