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 60 · EIN 04-2647786 | Sub-TA Fees | $1,525 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,446 | $123,793+176.6% | $177,821+92.6% | $79,858+328.8% |
| Participation rate | 90.7% | 84.7%+6.1pp | 87.7%+3.0pp | 69.6%+21.1pp |
| Annual return | 18.25% | 22.82%-4.6pp | 48.32%-30.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $51,332 | $4,095+1153.5% | $5,918+767.3% | $2,471+1977.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17 | $7,243-99.8% | $12,427-99.9% | $5,306-99.7% |