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 36-4291971 | Advisory (Plan) | $5,643 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,457 |
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 | $20,737 | $58,264-64.4% | $86,612-76.1% | $71,457-71.0% |
| Participation rate | 85.2% | 65.0%+20.2pp | 71.7%+13.5pp | 67.9%+17.3pp |
| Annual return | 17.34% | 21.63%-4.3pp | 591.07%-573.7pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,312 | $2,574-49.0% | $3,022-56.6% | $2,588-49.3% |
| Participant deferral / active EE | $1,728 | $3,436-49.7% | $4,438-61.1% | $4,289-59.7% |
| Admin fee / account holder | $27 | $1,057-97.5% | $5,614-99.5% | $1,587-98.3% |