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 CORP7 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $70,105 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,849 |
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 | $39,271 | $67,984-42.2% | $65,493-40.0% | $74,304-47.1% |
| Participation rate | 89.0% | 66.3%+22.7pp | 73.1%+15.9pp | 60.3%+28.7pp |
| Annual return | 11.38% | 19.87%-8.5pp | 982.45%-971.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $2,329 | $2,491-6.5% | $2,574-9.5% | $2,241+3.9% |
| Participant deferral / active EE | $3,636 | $3,346+8.7% | $3,961-8.2% | $3,767-3.5% |
| Admin fee / account holder | $397 | $1,373-71.1% | $5,028-92.1% | $2,969-86.6% |