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 | -$44,000 |
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 | $345,877 | $136,307+153.7% | $177,821+94.5% | $73,488+370.7% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 19.08% | 18.68%+0.4pp | 48.32%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $14,698 | $3,712+296.0% | $5,918+148.4% | $2,270+547.5% |
| Participant deferral / active EE | $10,374 | $5,829+78.0% | $7,714+34.5% | $3,740+177.4% |
| Admin fee / account holder | -$227 | $596-138.1% | $12,427-101.8% | $513-144.2% |