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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $656 |
Employer contribution per participant 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 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 | $28,540 | $63,156-54.8% | $122,332-76.7% | $62,292-54.2% |
| Participation rate | 71.5% | 60.0%+11.5pp | 71.6%-0.1pp | 69.5%+2.0pp |
| Annual return | 18.91% | 20.61%-1.7pp | 30.27%-11.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $168 | $1,385-87.9% | $4,050-95.9% | $2,042-91.8% |
| Participant deferral / active EE | $2,167 | $2,321-6.6% | $3,287-34.1% | $3,169-31.6% |
| Admin fee / account holder | $6 | $440-98.7% | $5,478-99.9% | $479-98.8% |