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 99 · EIN 66-0561870 | Other Fees | $0 |
SCOTIA TRUST1 year Filed as: BANK OF NOVA SCOTIA HALIFAX COM S Service code 99 · EIN 13-4941099 | Other Fees | $0 |
INSIGNEO SECURITIES LLC1 year Service code 19 1221 BRICKELL AVENUE PH FLOOR · MIAMI, FL 33131 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,648 | $66,098-64.2% | $101,794-76.8% | $74,304-68.2% |
| Participation rate | 95.4% | 53.8%+41.6pp | 69.2%+26.2pp | 60.3%+35.0pp |
| Annual return | 6.40% | 19.59%-13.2pp | 30.53%-24.1pp | 29.43%-23.0pp |
| Employer contribution / active EE | $723 | $1,082-33.2% | $2,289-68.4% | $2,241-67.8% |
| Participant deferral / active EE | $0 | $2,781-100.0% | $4,084-100.0% | $3,767-100.0% |
| Admin fee / account holder | $156 | $4,146-96.2% | $8,777-98.2% | $2,969-94.7% |