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 CORP5 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $50,340 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,029 | $65,557-51.1% | $64,056-50.0% | $71,457-55.2% |
| Participation rate | 71.2% | 73.2%-2.0pp | 72.3%-1.1pp | 67.9%+3.3pp |
| Annual return | 8.24% | 18.94%-10.7pp | 33.69%-25.5pp | 28.85%-20.6pp |
| Employer contribution / active EE | $1,619 | $2,669-39.3% | $2,747-41.0% | $2,588-37.4% |
| Participant deferral / active EE | $2,957 | $3,626-18.4% | $3,880-23.8% | $4,289-31.1% |
| Admin fee / account holder | $304 | $616-50.6% | $3,068-90.1% | $1,587-80.8% |