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 26 · EIN 71-0294708 | Advisory (Participants) | $137,218 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,861 | $65,241-83.4% | $126,539-91.4% | $85,563-87.3% |
| Participation rate | 92.3% | 48.6%+43.7pp | 69.8%+22.5pp | 66.0%+26.3pp |
| Annual return | 12.41% | 42.19%-29.8pp | 425.95%-413.5pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,291 | $1,937-33.4% | $3,674-64.9% | $2,654-51.3% |
| Participant deferral / active EE | $1,696 | $3,032-44.1% | $4,083-58.5% | $4,375-61.2% |
| Admin fee / account holder | $120 | $1,031-88.4% | $6,065-98.0% | $834-85.6% |