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 8-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 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $25,986 |
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $16,153 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,681 | $59,186-68.4% | $76,768-75.7% | $56,287-66.8% |
| Participation rate | 82.2% | 75.2%+7.0pp | 77.0%+5.3pp | 69.9%+12.4pp |
| Annual return | -8.69% | 6.62%-15.3pp | 2.43%-11.1pp | -9.96%+1.3pp |
| Employer contribution / active EE | $2,848 | $1,759+61.9% | $2,485+14.6% | $2,111+34.9% |
| Participant deferral / active EE | $4,853 | $3,255+49.1% | $3,852+26.0% | $3,350+44.9% |
| Admin fee / account holder | $222 | $489-54.6% | $6,675-96.7% | $521-57.4% |