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.2+ years Service code 15 · EIN 95-2495390 | Recordkeeping | $0 |
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 | $36,864 | $71,802-48.7% | $133,980-72.5% | $57,658-36.1% |
| Participation rate | 91.4% | 85.5%+5.9pp | 87.1%+4.3pp | 70.2%+21.1pp |
| Annual return | 6.49% | 13.51%-7.0pp | 29.30%-22.8pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,490 | $3,161-52.9% | $5,211-71.4% | $1,974-24.5% |
| Participant deferral / active EE | $2,843 | $4,606-38.3% | $6,282-54.7% | $3,061-7.1% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |