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 27 · EIN 27-2233898 | Advisory (Plan) | $17,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $33,754 | $99,957-66.2% | $149,696-77.5% | $73,488-54.1% |
| Participation rate | 18.3% | 75.7%-57.4pp | 82.5%-64.2pp | 70.7%-52.4pp |
| Annual return | 20.93% | 53.87%-32.9pp | 276.60%-255.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,729 | $6,073-55.1% | $6,842-60.1% | $3,740-27.0% |
| Admin fee / account holder | $242 | $551-56.0% | $9,309-97.4% | $513-52.8% |