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) | $907 |
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 | $26,006 | $50,637-48.6% | $86,590-70.0% | $62,292-58.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.29% | 20.80%-6.5pp | 964.84%-950.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,824 | $2,075+36.1% | $2,839-0.5% | $2,042+38.3% |
| Participant deferral / active EE | $1,288 | $2,611-50.7% | $3,609-64.3% | $3,169-59.4% |
| Admin fee / account holder | $31 | $413-92.6% | $4,906-99.4% | $479-93.6% |