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 5-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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,339 | $71,802+48.1% | $133,980-20.6% | $57,658+84.4% |
| Participation rate | 94.0% | 85.5%+8.5pp | 87.1%+6.9pp | 70.2%+23.8pp |
| Annual return | 7.42% | 13.51%-6.1pp | 29.30%-21.9pp | 5.13%+2.3pp |
| Employer contribution / active EE | $937 | $3,161-70.4% | $5,211-82.0% | $1,974-52.5% |
| Participant deferral / active EE | $10,450 | $4,606+126.9% | $6,282+66.3% | $3,061+241.4% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |