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 45-4118952 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,726 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,058 | $75,183-77.3% | $123,892-86.2% | $55,167-69.1% |
| Participation rate | 92.8% | 72.8%+20.0pp | 81.4%+11.4pp | 69.0%+23.8pp |
| Annual return | 18.54% | 19.01%-0.5pp | 47.52%-29.0pp | 169.23%-150.7pp |
| Employer contribution / active EE | $2,262 | $2,823-19.9% | $4,617-51.0% | $1,963+15.3% |
| Participant deferral / active EE | $4,141 | $5,084-18.6% | $5,984-30.8% | $3,054+35.6% |
| Admin fee / account holder | $39 | $663-94.2% | $8,357-99.5% | $504-92.3% |