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 8-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 35-0145825 | Loan Processing | $15,589 |
FREEDOM WEALTH ADVISORS2 years Service code 26 · EIN 27-2520998 | Advisory (Participants) | $14,092 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,634 | $65,322-40.9% | $70,449-45.2% | $73,488-47.4% |
| Participation rate | 73.1% | 77.0%-3.8pp | 75.1%-1.9pp | 70.7%+2.5pp |
| Annual return | 27.74% | 15.71%+12.0pp | 109.03%-81.3pp | 28.51%-0.8pp |
| Employer contribution / active EE | $1,095 | $2,460-55.5% | $2,737-60.0% | $2,270-51.8% |
| Participant deferral / active EE | $2,702 | $3,375-19.9% | $3,709-27.1% | $3,740-27.7% |
| Admin fee / account holder | $123 | $214-42.7% | $3,845-96.8% | $513-76.1% |