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 6-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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $75,181 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 13-4023176 | Other Commissions | $51,090 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $7,488 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,625 | $95,274-51.1% | $135,903-65.7% | $74,419-37.3% |
| Participation rate | 54.4% | 78.2%-23.8pp | 81.9%-27.6pp | 70.7%-16.4pp |
| Annual return | 46.16% | 32.77%+13.4pp | 68.23%-22.1pp | 34.38%+11.8pp |
| Employer contribution / active EE | $2,627 | $3,874-32.2% | $4,856-45.9% | $2,637-0.4% |
| Participant deferral / active EE | $5,493 | $7,782-29.4% | $7,758-29.2% | $4,528+21.3% |
| Admin fee / account holder | $197 | $266-25.9% | $10,762-98.2% | $348-43.3% |