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 |
|---|---|---|
Service code 27 · EIN 83-2499358 | Advisory (Plan) | $20,713 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,341 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,892 | $84,487-42.1% | $125,339-61.0% | $66,914-26.9% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.9pp | 69.8%+26.4pp |
| Annual return | -13.49% | -8.39%-5.1pp | 572.05%-585.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $43 | $3,553-98.8% | $4,814-99.1% | $2,544-98.3% |
| Participant deferral / active EE | $1,920 | $6,781-71.7% | $7,446-74.2% | $4,237-54.7% |
| Admin fee / account holder | $250 | $685-63.4% | $10,010-97.5% | $593-57.8% |