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 9-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 64-0134513 | Advisory (Plan) | $26,422 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,298 |
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 | $26,056 | $65,061-60.0% | $143,757-81.9% | $66,914-61.1% |
| Participation rate | 77.1% | 65.2%+11.9pp | 80.3%-3.2pp | 69.8%+7.3pp |
| Annual return | -17.61% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,207 | $2,361-6.5% | $4,951-55.4% | $2,544-13.3% |
| Participant deferral / active EE | $3,312 | $2,919+13.5% | $5,637-41.2% | $4,237-21.8% |
| Admin fee / account holder | $248 | $502-50.5% | $14,673-98.3% | $593-58.1% |