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 |
|---|---|---|
ELEMENT WEALTH LLC2 years Service code 99 · EIN 20-4821221 | Other Fees | $13,816 |
THE AIMPOINT GROUP2 years Filed as: THE AIMPOINT GROUP, LLC Service code 49 · EIN 46-1931817 PO BOX 1586 · POMPANO BEACH, FL 33061 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $18,569 | $79,171-76.5% | $102,423-81.9% | $74,495-75.1% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 11.66% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,625 | $2,362-31.2% | $3,023-46.3% | $2,623-38.1% |
| Participant deferral / active EE | $2,677 | $4,415-39.4% | $5,053-47.0% | $4,346-38.4% |
| Admin fee / account holder | $250 | $2,001-87.5% | $9,451-97.4% | $1,942-87.1% |