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 |
|---|---|---|
STEWART ARCHIBALD & BARNEY, LLP1+ years Service code 10 · EIN 88-0382649 7881 W. CHARLESTON BLVD, SUITE 250 · LAS VEGAS, NV 89117 | Accounting | $12,000 |
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 | $22,286 | $47,944-53.5% | $67,834-67.1% | $62,891-64.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | -0.31% | 11.77%-12.1pp | 138.47%-138.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,333 | $1,562-14.6% | $2,403-44.5% | $2,281-41.5% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $179 | $3,712-95.2% | $4,622-96.1% | $4,296-95.8% |