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 |
|---|---|---|
PSI ADVISORS LLC6 years Service code 15 · EIN 81-4230782 | Recordkeeping | $23,089 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,054 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $47,897 | $102,382-53.2% | $147,005-67.4% | $80,874-40.8% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 14.98% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $2,736 | $3,715-26.3% | $4,934-44.6% | $2,756-0.7% |
| Participant deferral / active EE | $9,604 | $6,646+44.5% | $8,070+19.0% | $4,297+123.5% |
| Admin fee / account holder | $256 | $7,942-96.8% | $13,006-98.0% | $6,935-96.3% |