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 37 · EIN 04-2647786 | Loan Processing | $10,974 |
Filed as: CURI RMB CAPITAL LLC Service code 27 · EIN 59-3792751 | Advisory (Plan) | $8,750 |
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 | $22,409 | $122,239-81.7% | $184,200-87.8% | $74,546-69.9% |
| Participation rate | 93.0% | 85.5%+7.5pp | 86.8%+6.2pp | 67.2%+25.8pp |
| Annual return | 10.62% | 19.95%-9.3pp | 28.80%-18.2pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $2,214 | $4,537-51.2% | $6,424-65.5% | $2,624-15.6% |
| Participant deferral / active EE | $4,730 | $7,139-33.7% | $9,132-48.2% | $4,347+8.8% |
| Admin fee / account holder | $204 | $1,260-83.8% | $13,907-98.5% | $1,944-89.5% |