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 |
|---|---|---|
REED-RAMSEY, INC.1+ years Service code 15 · EIN 36-6079566 | Recordkeeping | $9,583 |
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 | $79,831 | $54,320+47.0% | $67,652+18.0% | $52,331+52.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.89% | 6.81%-7.7pp | 6625.04%-6625.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,309 | $1,544+49.6% | $2,266+1.9% | $1,882+22.7% |
| Participant deferral / active EE | $3,344 | $2,950+13.4% | $3,560-6.1% | $3,022+10.7% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.8% |