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 12 · EIN 48-1205033 | Claims processing; Float revenue; Rec... | $6,123 |
Annual investment return 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 | $48,718 | $91,190-46.6% | $178,490-72.7% | $79,858-39.0% |
| Participation rate | 73.9% | 69.2%+4.7pp | 81.9%-8.1pp | 69.6%+4.2pp |
| Annual return | 3.52% | 24.19%-20.7pp | 151.07%-147.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $2,293 | $3,256-29.6% | $5,011-54.2% | $2,471-7.2% |
| Participant deferral / active EE | $4,441 | $3,236+37.2% | $5,202-14.6% | $3,740+18.8% |
| Admin fee / account holder | $47 | $6,751-99.3% | $13,984-99.7% | $5,306-99.1% |