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.3+ years Service code 15 · EIN 95-2495390 | Recordkeeping | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 | $38,791 | $81,537-52.4% | $149,718-74.1% | $69,631-44.3% |
| Participation rate | 92.9% | 86.1%+6.8pp | 87.1%+5.8pp | 70.7%+22.2pp |
| Annual return | 16.04% | 22.79%-6.7pp | 1501.63%-1485.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $3,237 | $3,239-0.1% | $5,445-40.5% | $2,032+59.3% |
| Participant deferral / active EE | $2,904 | $4,994-41.9% | $6,569-55.8% | $3,224-9.9% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |