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 |
|---|---|---|
WEDBUSH SECURITIES INC.1+ years Service code 15 · EIN 95-2495390 | Recordkeeping | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,217 | $68,413-47.1% | $123,104-70.6% | $55,191-34.4% |
| Participation rate | 78.9% | 84.5%-5.7pp | 86.8%-7.9pp | 69.2%+9.7pp |
| Annual return | 0.25% | 6.30%-6.0pp | 13.22%-13.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $3,138 | $3,050+2.9% | $5,151-39.1% | $1,899+65.3% |
| Participant deferral / active EE | $2,507 | $4,490-44.2% | $6,230-59.8% | $3,046-17.7% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |