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 27 · EIN 38-2722519 | Advisory (Plan) | $34,972 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$8,996 |
Annual investment return 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 | $232,951 | $84,487+175.7% | $125,339+85.9% | $66,914+248.1% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -19.32% | -8.39%-10.9pp | 572.05%-591.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,722 | $3,553-23.4% | $4,814-43.4% | $2,544+7.0% |
| Participant deferral / active EE | $6,337 | $6,781-6.6% | $7,446-14.9% | $4,237+49.6% |
| Admin fee / account holder | $200 | $685-70.9% | $10,010-98.0% | $593-66.3% |