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 | $5,316 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,708 | $88,087-56.1% | $164,866-76.5% | $74,546-48.1% |
| Participation rate | 81.5% | 73.1%+8.5pp | 78.6%+2.9pp | 67.2%+14.3pp |
| Annual return | 16.88% | 17.27%-0.4pp | 69.97%-53.1pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $1,320 | $2,595-49.2% | $4,343-69.6% | $2,624-49.7% |
| Participant deferral / active EE | $2,680 | $4,499-40.4% | $6,033-55.6% | $4,347-38.4% |
| Admin fee / account holder | $48 | $2,232-97.9% | $12,689-99.6% | $1,944-97.6% |