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 7-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 |
|---|---|---|
THE ETF STORE INC1 year Service code 99 · EIN 26-4480908 | Other Fees | $22,197 |
Service code 49 | Other Services | $1,265 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,229 | $137,414-76.5% | $189,513-83.0% | $85,850-62.5% |
| Participation rate | 87.3% | 84.6%+2.7pp | 87.8%-0.5pp | 69.3%+18.0pp |
| Annual return | 46.58% | 38.14%+8.4pp | 555.15%-508.6pp | 318.53%-272.0pp |
| Employer contribution / active EE | $4,311 | $4,344-0.8% | $6,162-30.0% | $2,565+68.1% |
| Participant deferral / active EE | $7,174 | $6,260+14.6% | $8,221-12.7% | $3,952+81.5% |
| Admin fee / account holder | $35 | $8,630-99.6% | $12,045-99.7% | $6,260-99.4% |