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 3-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 19 · EIN 51-0396365 | Securities Custodian | $278 |
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,713 | $47,126-92.1% | $149,673-97.5% | $74,419-95.0% |
| Participation rate | 90.4% | 63.4%+27.0pp | 78.8%+11.6pp | 70.7%+19.7pp |
| Annual return | 33.44% | 22.75%+10.7pp | 134.42%-101.0pp | 34.38%-0.9pp |
| Employer contribution / active EE | $4 | $1,905-99.8% | $4,818-99.9% | $2,637-99.8% |
| Participant deferral / active EE | $1,084 | $2,728-60.3% | $5,680-80.9% | $4,528-76.1% |
| Admin fee / account holder | $1 | $343-99.8% | $13,210-100.0% | $348-99.8% |