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 | $1,393 |
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 | $37,314 | $33,067+12.8% | $76,523-51.2% | $56,287-33.7% |
| Participation rate | 82.9% | 55.4%+27.5pp | 68.0%+14.9pp | 69.9%+13.0pp |
| Annual return | -4.75% | 2.72%-7.5pp | -0.27%-4.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,052 | $1,200+70.9% | $2,647-22.5% | $2,111-2.8% |
| Participant deferral / active EE | $4,550 | $2,240+103.1% | $3,835+18.6% | $3,350+35.8% |
| Admin fee / account holder | $3 | $537-99.4% | $4,848-99.9% | $521-99.3% |