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 | -$19,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,054 | $74,089+263.2% | $133,980+100.8% | $55,167+387.7% |
| Participation rate | 93.9% | 84.3%+9.6pp | 87.1%+6.8pp | 69.0%+24.9pp |
| Annual return | 8.06% | 12.11%-4.1pp | 29.30%-21.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $11,888 | $3,064+288.0% | $5,211+128.1% | $1,963+505.7% |
| Participant deferral / active EE | $8,951 | $4,678+91.3% | $6,282+42.5% | $3,054+193.1% |
| Admin fee / account holder | -$121 | $458-126.4% | $9,324-101.3% | $504-124.0% |