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 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 | $55,858 | $54,573+2.4% | $90,951-38.6% | $73,488-24.0% |
| Participation rate | 70.9% | 61.2%+9.7pp | 69.0%+1.9pp | 70.7%+0.2pp |
| Annual return | 13.17% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,647 | $991+66.2% | $2,122-22.4% | $2,270-27.4% |
| Participant deferral / active EE | $2,461 | $2,517-2.2% | $3,373-27.0% | $3,740-34.2% |
| Admin fee / account holder | $10 | $521-98.0% | $5,959-99.8% | $513-98.0% |