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 10-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 |
|---|---|---|
PAUL J. BRESLAU1 year Service code 99 · EIN 04-2500041 | Other Fees | $27,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,531 | $55,453-79.2% | $170,442-93.2% | $62,292-81.5% |
| Participation rate | 77.8% | 66.4%+11.4pp | 83.6%-5.8pp | 69.5%+8.3pp |
| Annual return | 15.77% | 21.38%-5.6pp | 205.93%-190.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,144 | $2,164-47.1% | $5,433-78.9% | $2,042-44.0% |
| Participant deferral / active EE | $2,645 | $2,303+14.9% | $4,939-46.4% | $3,169-16.5% |
| Admin fee / account holder | $38 | $455-91.8% | $13,880-99.7% | $479-92.2% |