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 |
|---|---|---|
POLYCOMP ADMINISTRATIVE SERVICES1+ years Service code 28 · EIN 95-2889854 | Investment Management | $45,820 |
KCOE ISOM, LLP1+ years Service code 10 · EIN 48-0567703 | Accounting | $15,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: SMITH BARNEY Service code 28 · EIN 13-2919773 | Investment Management | $0 |
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 | $19,337 | $37,117-47.9% | $147,614-86.9% | $55,191-65.0% |
| Participation rate | 97.4% | 63.6%+33.8pp | 84.6%+12.8pp | 69.2%+28.3pp |
| Annual return | -1.17% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,063 | $1,620+27.3% | $5,564-62.9% | $1,899+8.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $184 | $86+115.5% | $11,611-98.4% | $91+103.1% |