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 CORP6 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $59,150 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,178 |
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 | $34,762 | $69,763-50.2% | $67,502-48.5% | $74,495-53.3% |
| Participation rate | 80.1% | 71.4%+8.8pp | 72.9%+7.2pp | 67.2%+12.9pp |
| Annual return | 10.58% | -40.34%+50.9pp | 3512.12%-3501.5pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,776 | $2,704-34.3% | $2,731-35.0% | $2,623-32.3% |
| Participant deferral / active EE | $3,275 | $3,636-9.9% | $4,000-18.1% | $4,346-24.6% |
| Admin fee / account holder | $350 | $896-61.0% | $3,998-91.3% | $1,942-82.0% |