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) | $20,802 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $15,945 |
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 | $13,702 | $55,415-75.3% | $155,509-91.2% | $74,495-81.6% |
| Participation rate | 87.1% | 61.9%+25.2pp | 78.2%+9.0pp | 67.2%+19.9pp |
| Annual return | 16.82% | 268.50%-251.7pp | 64.67%-47.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $366 | $2,267-83.8% | $4,672-92.2% | $2,623-86.0% |
| Participant deferral / active EE | $2,866 | $2,836+1.1% | $5,626-49.1% | $4,346-34.0% |
| Admin fee / account holder | $156 | $1,738-91.0% | $15,912-99.0% | $1,942-91.9% |