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 15 · EIN 16-1450952 | Recordkeeping | $26,604 |
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 | $74,201 | $124,732-40.5% | $180,183-58.8% | $85,563-13.3% |
| Participation rate | 95.3% | 83.2%+12.2pp | 77.4%+17.9pp | 66.0%+29.4pp |
| Annual return | 13.55% | 17.73%-4.2pp | 27.86%-14.3pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,669 | $5,370-68.9% | $5,039-66.9% | $2,654-37.1% |
| Participant deferral / active EE | $5,793 | $7,763-25.4% | $6,822-15.1% | $4,375+32.4% |
| Admin fee / account holder | $24 | $294-91.8% | $19,975-99.9% | $834-97.1% |