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.4+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,124 | $80,005+50.1% | $140,016-14.2% | $55,725+115.6% |
| Participation rate | 92.2% | 87.0%+5.3pp | 87.5%+4.8pp | 70.9%+21.4pp |
| Annual return | -4.81% | 0.46%-5.3pp | 651.12%-655.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $10,270 | $3,403+201.8% | $5,606+83.2% | $2,078+394.2% |
| Participant deferral / active EE | $10,318 | $5,264+96.0% | $6,927+48.9% | $3,356+207.5% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |