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 | $225 |
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 | $96,326 | $73,638+30.8% | $95,952+0.4% | $73,488+31.1% |
| Participation rate | 75.2% | 76.2%-0.9pp | 77.1%-1.9pp | 70.7%+4.5pp |
| Annual return | 16.75% | 16.78%0pp | 91.61%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,903 | $1,863+2.1% | $2,541-25.1% | $2,270-16.2% |
| Participant deferral / active EE | $4,459 | $3,617+23.3% | $4,167+7.0% | $3,740+19.2% |
| Admin fee / account holder | $8 | $482-98.4% | $6,795-99.9% | $513-98.5% |