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 52 · EIN 35-0145825 | Indirect Investment Fees | $34,772 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,653 | $61,156-67.9% | $185,823-89.4% | $79,386-75.2% |
| Participation rate | 95.8% | 66.6%+29.2pp | 81.7%+14.1pp | 70.7%+25.1pp |
| Annual return | 13.41% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $325 | $2,321-86.0% | $5,167-93.7% | $2,427-86.6% |
| Participant deferral / active EE | $1,342 | $2,789-51.9% | $5,568-75.9% | $4,046-66.8% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |