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 19 · EIN 59-1237041 8285 S SAGINAW ST STE 9 · GRAND BLANC, MI 48439 | Securities Custodian | $18,809 |
Service code 19 · EIN 35-2193606 2696 S COLORADO BLVD 430 · DENVER, CO 80222 | Securities Custodian | $8,981 |
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 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 | $100,821 | $47,977+110.1% | $154,107-34.6% | $56,287+79.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.75% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,651 | $2,169+160.6% | $5,298+6.7% | $2,111+167.7% |
| Participant deferral / active EE | $4,537 | $2,392+89.7% | $5,081-10.7% | $3,350+35.5% |
| Admin fee / account holder | $272 | $438-38.0% | $13,411-98.0% | $521-47.8% |