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 | -$42,850 |
Annual investment return 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,523 | $102,553+177.4% | $151,611+87.7% | $66,914+325.2% |
| Participation rate | 91.1% | 85.5%+5.6pp | 87.5%+3.6pp | 69.8%+21.3pp |
| Annual return | -17.53% | -10.82%-6.7pp | 3.33%-20.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $13,891 | $4,180+232.3% | $6,166+125.3% | $2,544+446.0% |
| Participant deferral / active EE | $10,473 | $6,641+57.7% | $8,363+25.2% | $4,237+147.2% |
| Admin fee / account holder | $10 | $630-98.4% | $11,616-99.9% | $593-98.3% |