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 |
|---|---|---|
Filed as: WEDBUSH SECURITES INC. 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.
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 | $40,172 | $80,005-49.8% | $140,016-71.3% | $55,725-27.9% |
| Participation rate | 83.6% | 87.0%-3.4pp | 87.5%-3.9pp | 70.9%+12.7pp |
| Annual return | -4.03% | 0.46%-4.5pp | 651.12%-655.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,977 | $3,403-12.5% | $5,606-46.9% | $2,078+43.2% |
| Participant deferral / active EE | $2,992 | $5,264-43.2% | $6,927-56.8% | $3,356-10.8% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |