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 |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $10,893 |
CHARLES SCHWAB & CO., INC.6+ years Service code 28 · EIN 94-1737782 | Investment Management | $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 | $8,722 | $52,293-83.3% | $178,490-95.1% | $73,409-88.1% |
| Participation rate | 85.3% | 65.3%+20.0pp | 81.9%+3.4pp | 72.2%+13.2pp |
| Annual return | 28.62% | 34.75%-6.1pp | 151.07%-122.4pp | 59.29%-30.7pp |
| Employer contribution / active EE | $350 | $1,735-79.9% | $5,011-93.0% | $2,234-84.3% |
| Participant deferral / active EE | $1,760 | $2,332-24.5% | $5,202-66.2% | $3,805-53.8% |
| Admin fee / account holder | $28 | $127-78.1% | $13,984-99.8% | $158-82.4% |