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 7-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 13 · EIN 42-0127290 | Contract Administrator | $17,156 |
THE AIMPOINT GROUP1 year Filed as: THE AIMPOINT GROUP, LLC Service code 49 · EIN 46-1931817 PO BOX 1586 · POMPANO BEACH, FL 33061 | Other Services | $7,197 |
ELEMENT WEALTH LLC1 year Service code 99 · EIN 20-4821221 | Other Fees | $5,374 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,192 | $76,050-78.7% | $96,544-83.2% | $71,457-77.3% |
| Participation rate | 76.7% | 74.4%+2.3pp | 76.0%+0.7pp | 67.9%+8.8pp |
| Annual return | 22.00% | 22.81%-0.8pp | 25.84%-3.8pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,907 | $2,244-15.0% | $2,965-35.7% | $2,588-26.3% |
| Participant deferral / active EE | $2,775 | $4,215-34.2% | $4,851-42.8% | $4,289-35.3% |
| Admin fee / account holder | $231 | $2,707-91.5% | $8,252-97.2% | $1,587-85.5% |