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 | $75 |
Participant contribution per participant 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 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 | $34,511 | $80,005-56.9% | $140,016-75.4% | $55,725-38.1% |
| Participation rate | 88.6% | 87.0%+1.6pp | 87.5%+1.1pp | 70.9%+17.7pp |
| Annual return | -4.43% | 0.46%-4.9pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,688 | $3,403-21.0% | $5,606-52.1% | $2,078+29.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $116-96.0% | $10,705-100.0% | $115-96.0% |