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 15 · EIN 16-1450952 | Recordkeeping | $13,684 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,170 | $122,239-11.5% | $184,203-41.3% | $74,495+45.2% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.2pp |
| Annual return | 8.88% | 19.95%-11.1pp | 28.81%-19.9pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $2,002 | $4,537-55.9% | $6,427-68.9% | $2,623-23.7% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $110 | $1,260-91.3% | $13,901-99.2% | $1,942-94.4% |