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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ELEMENT WEALTH LLC7 years Service code 26 · EIN 20-4821221 | Advisory (Participants) | $14,297 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $9,510 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $7,476 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,965 | $55,415-54.9% | $155,509-83.9% | $74,495-66.5% |
| Participation rate | 47.2% | 61.9%-14.7pp | 78.2%-31.0pp | 67.2%-20.0pp |
| Annual return | 12.10% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,078 | $2,836-62.0% | $5,626-80.8% | $4,346-75.2% |
| Admin fee / account holder | $182 | $1,738-89.5% | $15,912-98.9% | $1,942-90.6% |