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 |
|---|---|---|
ELLIS & ELLIS1 year Service code 10 · EIN 55-1265032 | Accounting | $32,000 |
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 94-2349093 | Contract Administrator | $31,833 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,848 | $86,332-89.8% | $125,175-92.9% | $65,185-86.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 1.94% | 27.43%-25.5pp | 43.79%-41.8pp | 29.38%-27.4pp |
| Employer contribution / active EE | $3,705 | $2,040+81.6% | $3,865-4.2% | $2,177+70.2% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $121 | $609-80.1% | $9,702-98.7% | $847-85.7% |