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 4-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 13 · EIN 13-4238973 | Contract Administrator | $19,588 |
ISAACKS & ASSOCIATES2 years Service code 21 · EIN 76-0624733 | Bank Trustee | $13,200 |
VISION POINT CAPITAL2 years Service code 34 · EIN 26-0781974 | Valuation (appraisals, etc.) | $11,000 |
Filed as: SBNG, PC Service code 10 · EIN 26-1483953 | Accounting | $7,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,470 | $80,724-90.7% | $103,333-92.8% | $74,495-90.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -76.08% | 27.56%-103.6pp | 24.88%-101.0pp | 1364.94%-1441.0pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $253 | $2,368-89.3% | $8,355-97.0% | $1,942-87.0% |