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 CORP4 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $61,181 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,144 | $60,989-42.4% | $60,874-42.3% | $66,914-47.5% |
| Participation rate | 62.0% | 74.5%-12.5pp | 73.1%-11.1pp | 69.8%-7.8pp |
| Annual return | -14.43% | -9.60%-4.8pp | 16.90%-31.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,460 | $2,661-45.1% | $2,701-45.9% | $2,544-42.6% |
| Participant deferral / active EE | $3,024 | $3,615-16.4% | $3,817-20.8% | $4,237-28.6% |
| Admin fee / account holder | $398 | $338+17.7% | $3,224-87.6% | $593-32.8% |