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 | $7,183 |
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 | $47,333 | $55,415-14.6% | $155,509-69.6% | $74,495-36.5% |
| Participation rate | 93.9% | 61.9%+32.0pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 24.99% | 268.50%-243.5pp | 64.67%-39.7pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $1,587 | $2,267-30.0% | $4,672-66.0% | $2,623-39.5% |
| Participant deferral / active EE | $2,950 | $2,836+4.0% | $5,626-47.6% | $4,346-32.1% |
| Admin fee / account holder | $42 | $1,738-97.6% | $15,912-99.7% | $1,942-97.8% |