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 |
|---|---|---|
ELSASS FINANCIAL GROUP, INC.5 years Service code 63 · EIN 20-0228797 | 12b-1 Fees | $10,737 |
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $9,989 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,517 | $65,557-76.3% | $64,056-75.8% | $71,457-78.3% |
| Participation rate | 91.9% | 73.2%+18.7pp | 72.3%+19.5pp | 67.9%+23.9pp |
| Annual return | 18.78% | 18.94%-0.2pp | 33.69%-14.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,014 | $2,669-24.5% | $2,747-26.7% | $2,588-22.2% |
| Participant deferral / active EE | $1,320 | $3,626-63.6% | $3,880-66.0% | $4,289-69.2% |
| Admin fee / account holder | $153 | $616-75.2% | $3,068-95.0% | $1,587-90.4% |