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 26 · EIN 71-0294708 | Advisory (Participants) | $35,111 |
ARISTA ADVISORY GROUP2 years Service code 99 · EIN 82-4140558 | Other Fees | $22,610 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,246 | $84,487-61.8% | $125,339-74.3% | $66,914-51.8% |
| Participation rate | 98.1% | 76.4%+21.6pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -18.29% | -8.39%-9.9pp | 572.05%-590.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,108 | $3,553-40.7% | $4,814-56.2% | $2,544-17.2% |
| Participant deferral / active EE | $6,270 | $6,781-7.5% | $7,446-15.8% | $4,237+48.0% |
| Admin fee / account holder | $200 | $685-70.9% | $10,010-98.0% | $593-66.4% |