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 7-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 28 · EIN 94-2857116 | Investment Management | $5,534 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,726 | $104,475-86.9% | $159,436-91.4% | $79,386-82.7% |
| Participation rate | 97.8% | 76.6%+21.1pp | 82.8%+14.9pp | 70.7%+27.1pp |
| Annual return | 8.17% | 67.95%-59.8pp | 263.57%-255.4pp | 116.85%-108.7pp |
| Employer contribution / active EE | $4,893 | $3,417+43.2% | $4,829+1.3% | $2,427+101.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $34 | $711-95.3% | $10,799-99.7% | $626-94.6% |