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 21 · EIN 66-0561870 | Bank Trustee | $40 |
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 | $12,646 | $42,894-70.5% | $60,874-79.2% | $68,494-81.5% |
| Participation rate | 87.7% | 66.8%+20.9pp | 73.1%+14.5pp | 67.9%+19.8pp |
| Annual return | -0.83% | -13.98%+13.1pp | 16.90%-17.7pp | -7.84%+7.0pp |
| Employer contribution / active EE | $274 | $1,978-86.1% | $2,701-89.9% | $2,596-89.4% |
| Participant deferral / active EE | $1,097 | $2,867-61.7% | $3,817-71.3% | $4,027-72.8% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |