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 9-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 |
|---|---|---|
PLAN MEMBER SECURITIES CORP3 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $43,016 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,534 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,113 | $74,706-47.6% | $75,696-48.3% | $79,386-50.7% |
| Participation rate | 89.5% | 75.3%+14.1pp | 74.8%+14.6pp | 70.7%+18.8pp |
| Annual return | 47.63% | 18.52%+29.1pp | 104.53%-56.9pp | 116.85%-69.2pp |
| Employer contribution / active EE | $1,962 | $2,590-24.2% | $2,743-28.4% | $2,427-19.2% |
| Participant deferral / active EE | $3,594 | $3,533+1.7% | $3,821-5.9% | $4,046-11.2% |
| Admin fee / account holder | $309 | $374-17.4% | $3,619-91.5% | $626-50.6% |