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 | $12,900 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $8,719 |
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 | $13,683 | $55,453-75.3% | $170,442-92.0% | $62,292-78.0% |
| Participation rate | 97.3% | 66.4%+30.9pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 18.90% | 21.38%-2.5pp | 205.93%-187.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,443 | $2,164-33.3% | $5,433-73.4% | $2,042-29.3% |
| Participant deferral / active EE | $1,981 | $2,303-14.0% | $4,939-59.9% | $3,169-37.5% |
| Admin fee / account holder | $99 | $455-78.3% | $13,880-99.3% | $479-79.4% |