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 27 · EIN 61-1758632 | Advisory (Plan) | $22,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,263 |
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 | $45,920 | $89,652-48.8% | $141,162-67.5% | $65,185-29.6% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.5%+12.9pp | 70.2%+25.2pp |
| Annual return | 31.12% | 32.79%-1.7pp | 71.39%-40.3pp | 29.38%+1.7pp |
| Employer contribution / active EE | $1,181 | $3,065-61.5% | $4,735-75.1% | $2,177-45.7% |
| Participant deferral / active EE | $13,689 | $5,691+140.5% | $6,709+104.0% | $3,514+289.6% |
| Admin fee / account holder | $245 | $569-56.8% | $10,261-97.6% | $847-71.0% |