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 |
|---|---|---|
BLAND & ASSOCIATES3 years Service code 10 · EIN 47-0698853 | Accounting | $12,125 |
Filed as: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $10,694 |
STERN VALUATION1 year Service code 11 · EIN 12-3145674 | Actuarial | $9,350 |
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 | $62,586 | $101,317-38.2% | $146,958-57.4% | $74,495-16.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 24.45% | 8730.91%-8706.5pp | 418.34%-393.9pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $2,703 | $3,810-29.1% | $4,933-45.2% | $2,623+3.0% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $215 | $1,739-87.6% | $12,998-98.3% | $1,942-88.9% |