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 |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ASHTON YOUNG INC2+ years Filed as: ASHTON YOUNG FINANCIAL Service code 49 2600 S TELEGRAPH RD · BLOOMFIELD HILLS, MI 483020972 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,333 | $36,916-61.2% | $156,549-90.8% | $57,658-75.1% |
| Participation rate | 80.0% | 63.4%+16.5pp | 84.0%-4.0pp | 70.2%+9.7pp |
| Annual return | 42.84% | 12.38%+30.5pp | 32.23%+10.6pp | 5.13%+37.7pp |
| Employer contribution / active EE | $867 | $1,571-44.8% | $5,501-84.2% | $1,974-56.1% |
| Participant deferral / active EE | $2,287 | $1,926+18.8% | $4,871-53.0% | $3,061-25.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |