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 5-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 | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,123 | $41,078-70.5% | $80,569-85.0% | $71,457-83.0% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 15.68% | 38.45%-22.8pp | 935.43%-919.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $465 | $1,506-69.1% | $2,723-82.9% | $2,588-82.0% |
| Participant deferral / active EE | $2,681 | $2,699-0.7% | $4,447-39.7% | $4,289-37.5% |
| Admin fee / account holder | $26 | $1,840-98.6% | $5,377-99.5% | $1,587-98.4% |