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 |
|---|---|---|
EAGLESTONE WEALTH MANAGEMENT4+ years Service code 22 11 NORTH WASHINGTON ST · ROCKVILLE, MD 20850 | Insurance Broker | $15,017 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $12,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,155 | $55,449-45.6% | $83,848-64.0% | $56,287-46.4% |
| Participation rate | 57.9% | 68.0%-10.1pp | 76.1%-18.2pp | 69.9%-11.9pp |
| Annual return | -6.52% | -1.38%-5.1pp | 850.88%-857.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,525 | $2,430-37.3% | $3,631-58.0% | $2,111-27.8% |
| Participant deferral / active EE | $3,285 | $2,935+11.9% | $4,082-19.5% | $3,350-1.9% |
| Admin fee / account holder | $243 | $656-63.0% | $5,478-95.6% | $521-53.4% |