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 13-3689044 | Investment management; Claims process... | $8,825 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $16,534 | $46,732-64.6% | $156,549-89.4% | $55,167-70.0% |
| Participation rate | 78.5% | 65.8%+12.7pp | 84.0%-5.5pp | 69.0%+9.5pp |
| Annual return | 17.67% | 17.72%0pp | 32.23%-14.6pp | 169.23%-151.6pp |
| Employer contribution / active EE | $5,122 | $2,105+143.3% | $5,501-6.9% | $1,963+161.0% |
| Participant deferral / active EE | $6,756 | $2,204+206.5% | $4,871+38.7% | $3,054+121.2% |
| Admin fee / account holder | $59 | $418-85.9% | $13,027-99.5% | $504-88.3% |