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 | $7,220 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,073 | $65,061-52.2% | $143,757-78.4% | $66,914-53.6% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -17.91% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,649 | $2,361-30.2% | $4,951-66.7% | $2,544-35.2% |
| Participant deferral / active EE | $3,053 | $2,919+4.6% | $5,637-45.8% | $4,237-27.9% |
| Admin fee / account holder | $44 | $502-91.3% | $14,673-99.7% | $593-92.6% |