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 |
|---|---|---|
SUSSMAN SHANK LLP1 year Service code 29 · EIN 93-0461608 | Legal | $25,000 |
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 | $51,703 | $76,050-32.0% | $96,544-46.4% | $71,457-27.6% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.0pp | 67.9%+31.1pp |
| Annual return | -19.21% | 22.81%-42.0pp | 25.84%-45.1pp | 28.85%-48.1pp |
| Employer contribution / active EE | $2,147 | $2,244-4.3% | $2,965-27.6% | $2,588-17.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $163 | $2,707-94.0% | $8,252-98.0% | $1,587-89.7% |