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 | $66,444-83.7% | $120,225-91.0% | $79,634-86.4% |
| Participation rate | 92.3% | 42.8%+49.5pp | 69.6%+22.7pp | 62.5%+29.8pp |
| Annual return | 12.41% | 53.37%-41.0pp | 439.23%-426.8pp | 36.46%-24.0pp |
| Employer contribution / active EE | $1,291 | $1,860-30.6% | $3,475-62.8% | $2,529-48.9% |
| Participant deferral / active EE | $1,696 | $2,798-39.4% | $3,999-57.6% | $3,835-55.8% |
| Admin fee / account holder | $120 | $1,295-90.7% | $5,696-97.9% | $1,002-88.0% |