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 | $450 |
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 | $90,647 | $64,909+39.7% | $82,313+10.1% | $62,292+45.5% |
| Participation rate | 71.0% | 74.9%-3.8pp | 76.9%-5.9pp | 69.5%+1.5pp |
| Annual return | 15.16% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,806 | $1,676+7.8% | $2,428-25.6% | $2,042-11.5% |
| Participant deferral / active EE | $3,600 | $3,103+16.0% | $3,706-2.9% | $3,169+13.6% |
| Admin fee / account holder | $8 | $440-98.1% | $5,608-99.9% | $479-98.3% |