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 26 · EIN 71-0294708 | Advisory (Participants) | $7,267 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $20,360 | $91,372-77.7% | $129,995-84.3% | $74,419-72.6% |
| Participation rate | 78.4% | 77.8%+0.6pp | 78.5%0pp | 70.7%+7.7pp |
| Annual return | 80.53% | 23.21%+57.3pp | -137.18%+217.7pp | 34.38%+46.1pp |
| Employer contribution / active EE | $543 | $2,563-78.8% | $4,320-87.4% | $2,637-79.4% |
| Participant deferral / active EE | $2,833 | $4,721-40.0% | $5,820-51.3% | $4,528-37.4% |
| Admin fee / account holder | $23 | $283-91.9% | $10,614-99.8% | $348-93.4% |