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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,113 |
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 | $70,454 | $50,199+40.3% | $70,092+0.5% | $66,914+5.3% |
| Participation rate | 89.0% | 66.3%+22.7pp | 70.5%+18.6pp | 69.8%+19.2pp |
| Annual return | -16.34% | -13.85%-2.5pp | 190.73%-207.1pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,049 | $1,864+63.6% | $2,559+19.1% | $2,544+19.8% |
| Participant deferral / active EE | $4,383 | $3,112+40.8% | $3,849+13.9% | $4,237+3.5% |
| Admin fee / account holder | $192 | $600-67.9% | $6,267-96.9% | $593-67.6% |