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 |
|---|---|---|
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $18,787 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 49 · EIN 94-1737782 | Other Services | $1,542 |
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 | $116,271 | $101,317+14.8% | $146,958-20.9% | $74,495+56.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 8.81% | 8730.91%-8722.1pp | 418.34%-409.5pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $16,201 | $3,810+325.2% | $4,933+228.4% | $2,623+517.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $135 | $1,739-92.3% | $12,998-99.0% | $1,942-93.1% |