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 5-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 |
|---|---|---|
Filed as: HUB INTERNATIONAL Service code 26 · EIN 82-2966199 | Advisory (Participants) | $15,761 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,959 |
Service code 19 | Securities Custodian | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,046 | $88,083-65.9% | $164,813-81.8% | $74,495-59.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.93% | 17.26%-2.3pp | 69.93%-55.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,805 | $2,593+46.7% | $4,341-12.3% | $2,623+45.1% |
| Participant deferral / active EE | $6,046 | $4,498+34.4% | $6,031+0.2% | $4,346+39.1% |
| Admin fee / account holder | $161 | $2,234-92.8% | $12,690-98.7% | $1,942-91.7% |