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 | -$32,300 |
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 | $268,718 | $79,523+237.9% | $140,016+91.9% | $56,287+377.4% |
| Participation rate | 89.1% | 85.7%+3.4pp | 87.5%+1.6pp | 69.9%+19.3pp |
| Annual return | -4.04% | 2.39%-6.4pp | 651.12%-655.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $12,463 | $3,350+272.0% | $5,606+122.3% | $2,111+490.4% |
| Participant deferral / active EE | $9,347 | $5,129+82.2% | $6,927+34.9% | $3,350+179.0% |
| Admin fee / account holder | -$176 | $614-128.6% | $10,705-101.6% | $521-133.7% |