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 6-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 13 · EIN 56-2263714 | Contract Administrator | $10,302 |
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $9,735 |
Employer contribution per participant 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 | $5,238 | $46,292-88.7% | $143,757-96.4% | $64,808-91.9% |
| Participation rate | 86.5% | 64.2%+22.3pp | 80.3%+6.2pp | 71.5%+15.0pp |
| Annual return | -16.28% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $337 | $1,910-82.4% | $4,951-93.2% | $2,506-86.6% |
| Participant deferral / active EE | $2,445 | $2,646-7.6% | $5,637-56.6% | $4,310-43.3% |
| Admin fee / account holder | $75 | $154-51.2% | $14,673-99.5% | $188-60.0% |