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 |
|---|---|---|
CPS INVESTMENT ADVISORS2 years Service code 26 · EIN 59-2030217 | Advisory (Participants) | $39,379 |
ASCENSUS LLC2 years Service code 15 · EIN 82-3719843 | Recordkeeping | $7,000 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 15 · EIN 27-3169253 | Recordkeeping | $4,025 |
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 | $13,431 | $58,290-77.0% | $98,442-86.4% | $86,799-84.5% |
| Participation rate | 80.3% | 68.3%+12.0pp | 73.3%+7.0pp | 72.3%+8.0pp |
| Annual return | 17.68% | 43.48%-25.8pp | 1492.73%-1475.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $1,232 | $2,008-38.6% | $2,960-58.4% | $2,405-48.8% |
| Participant deferral / active EE | $2,493 | $3,152-20.9% | $4,276-41.7% | $4,131-39.7% |
| Admin fee / account holder | $210 | $138+52.7% | $5,949-96.5% | $170+24.0% |