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 | $0 |
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 | $28,470 | $65,820-56.7% | $108,745-73.8% | $57,658-50.6% |
| Participation rate | 77.0% | 72.7%+4.3pp | 77.7%-0.7pp | 70.2%+6.7pp |
| Annual return | 10.10% | 21.32%-11.2pp | 46.22%-36.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $528 | $2,285-76.9% | $3,323-84.1% | $1,974-73.2% |
| Participant deferral / active EE | $4,038 | $3,578+12.9% | $5,121-21.1% | $3,061+31.9% |
| Admin fee / account holder | $60 | $91-33.9% | $6,144-99.0% | $95-36.3% |