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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $13,259 |
Service code 10 605 LAKE STREET #6 · SPIRIT LAKE, IA 51360 | Accounting | $11,000 |
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 | $25,916 | $37,393-30.7% | $77,024-66.4% | $66,914-61.3% |
| Participation rate | 80.5% | 52.9%+27.6pp | 67.9%+12.6pp | 69.8%+10.7pp |
| Annual return | -15.20% | -3.29%-11.9pp | 42.32%-57.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,000 | $1,531+30.6% | $2,812-28.9% | $2,544-21.4% |
| Participant deferral / active EE | $3,329 | $2,617+27.2% | $4,426-24.8% | $4,237-21.4% |
| Admin fee / account holder | $114 | $567-79.8% | $5,425-97.9% | $593-80.7% |