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 60 · EIN 04-2647786 | Sub-TA Fees | $12,661 |
CHRIS BENNETT1 year Service code 10 · EIN 95-1529901 | Accounting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,228 | $64,919-24.2% | $392,568-87.5% | $65,185-24.5% |
| Participation rate | 91.7% | 72.0%+19.7pp | 78.1%+13.7pp | 70.2%+21.5pp |
| Annual return | 20.56% | 26.09%-5.5pp | 24.42%-3.9pp | 29.38%-8.8pp |
| Employer contribution / active EE | $653 | $2,374-72.5% | $3,783-82.7% | $2,177-70.0% |
| Participant deferral / active EE | $3,271 | $3,668-10.8% | $5,985-45.3% | $3,514-6.9% |
| Admin fee / account holder | $80 | $634-87.4% | $6,260-98.7% | $847-90.6% |