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 |
|---|---|---|
FINANXIAL, CORP.3+ years Service code 24 · EIN 66-0591759 | Discretionary Trustee | $9,681 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $8,569 |
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 | $13,644 | $53,596-74.5% | $90,645-84.9% | $64,186-78.7% |
| Participation rate | 96.8% | 64.5%+32.3pp | 74.0%+22.8pp | 69.6%+27.2pp |
| Annual return | 1.96% | 4.41%-2.5pp | 1.88%+0.1pp | 7.63%-5.7pp |
| Employer contribution / active EE | $532 | $1,503-64.6% | $2,532-79.0% | $2,381-77.7% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $135 | $3,868-96.5% | $4,994-97.3% | $4,888-97.2% |