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 26 · EIN 23-2286563 | Advisory (Participants) | $13,117 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $8,287 |
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 | $8,893 | $61,272-85.5% | $149,673-94.1% | $71,457-87.6% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+10.9pp | 67.9%+21.7pp |
| Annual return | 21.16% | 35.85%-14.7pp | 134.42%-113.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $388 | $2,378-83.7% | $4,818-91.9% | $2,588-85.0% |
| Participant deferral / active EE | $2,871 | $2,917-1.6% | $5,680-49.5% | $4,289-33.1% |
| Admin fee / account holder | $82 | $1,261-93.5% | $13,210-99.4% | $1,587-94.9% |