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 | $75 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $37,239 | $63,905-41.7% | $74,183-49.8% | $57,658-35.4% |
| Participation rate | 72.2% | 79.8%-7.5pp | 76.6%-4.4pp | 70.2%+2.0pp |
| Annual return | -2.56% | 60.60%-63.2pp | 17.74%-20.3pp | 5.13%-7.7pp |
| Employer contribution / active EE | $1,402 | $1,840-23.8% | $2,370-40.8% | $1,974-29.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $11 | $91-87.7% | $5,586-99.8% | $95-88.2% |