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 15 · EIN 01-0233346 | Recordkeeping | $25 |
Service code 15 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,016 | $85,202-24.9% | $172,739-62.9% | $72,985-12.3% |
| Participation rate | 84.5% | 70.1%+14.5pp | 82.6%+1.9pp | 69.5%+15.0pp |
| Annual return | 17.92% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,800 | $3,324-45.8% | $5,143-65.0% | $2,440-26.2% |
| Participant deferral / active EE | $3,218 | $3,260-1.3% | $5,198-38.1% | $3,607-10.8% |
| Admin fee / account holder | $280 | $5,884-95.2% | $13,954-98.0% | $5,124-94.5% |