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 3-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 | -$826 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,157 | $60,989-7.9% | $60,874-7.7% | $66,914-16.1% |
| Participation rate | 78.7% | 74.5%+4.2pp | 73.1%+5.6pp | 69.8%+8.9pp |
| Annual return | 5.85% | -9.60%+15.5pp | 16.90%-11.0pp | 1.58%+4.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,119 | $3,615+96.9% | $3,817+86.5% | $4,237+68.0% |
| Admin fee / account holder | -$11 | $338-103.4% | $3,224-100.4% | $593-101.9% |