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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,397 | $89,739+44.2% | $149,718-13.6% | $62,292+107.7% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+11.9pp | 69.5%+29.5pp |
| Annual return | 8.22% | 21.01%-12.8pp | 1501.63%-1493.4pp | 28.90%-20.7pp |
| Employer contribution / active EE | $3,385 | $3,233+4.7% | $5,445-37.8% | $2,042+65.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |