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 |
|---|---|---|
SISKIYOU WEALTH MANAGEMENT2+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $16,510 |
NORRIS & PETERSON1 year Service code 10 · EIN 27-2832937 993 SISKIYOU BLVD #4 · ASHLAND, OR 97520 | Accounting | $8,300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,361 | $32,037-27.1% | $69,182-66.2% | $62,891-62.9% |
| Participation rate | 98.6% | 43.4%+55.2pp | 55.1%+43.5pp | 69.3%+29.3pp |
| Annual return | 11.69% | 15.16%-3.5pp | -21.93%+33.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $1,863 | $679+174.3% | $1,206+54.4% | $2,281-18.3% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $285 | $2,608-89.1% | $2,697-89.4% | $4,296-93.4% |