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 4-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Account maintenance fees; Other servi... | $36,548 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $18,602 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,224 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,113 | $31,741-83.9% | $56,411-90.9% | $199,593-97.4% |
| Participation rate | 73.5% | 32.3%+41.2pp | 52.5%+21.0pp | 72.0%+1.5pp |
| Annual return | 13.91% | 14.72%-0.8pp | 1701.33%-1687.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $536 | $508+5.5% | $1,039-48.4% | $3,034-82.3% |
| Participant deferral / active EE | $971 | $1,184-18.0% | $1,952-50.2% | $5,087-80.9% |
| Admin fee / account holder | $63 | $426-85.1% | $2,829-97.8% | $269-76.4% |