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 |
|---|---|---|
ISC ADVISORS INC2 years Filed as: ISC ADVISORS Service code 27 3500 OAK LAWN · DALLAS, TX 75219 | Advisory (Plan) | $11,139 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,763 | $106,236-72.9% | $112,228-74.4% | $64,808-55.6% |
| Participation rate | 27.9% | 71.7%-43.8pp | 75.1%-47.2pp | 71.5%-43.6pp |
| Annual return | -14.57% | -6.02%-8.5pp | 27.45%-42.0pp | 32.82%-47.4pp |
| Employer contribution / active EE | $796 | $3,166-74.9% | $3,635-78.1% | $2,506-68.2% |
| Participant deferral / active EE | $1,127 | $3,785-70.2% | $4,728-76.2% | $4,310-73.9% |
| Admin fee / account holder | $129 | $452-71.5% | $6,410-98.0% | $188-31.4% |