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 72 · EIN 66-0561870 | Other investment fees and expenses | $7,144 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,414 | $51,769-68.3% | $57,343-71.4% | $52,331-68.6% |
| Participation rate | 96.9% | 75.2%+21.6pp | 75.1%+21.8pp | 68.1%+28.8pp |
| Annual return | -0.14% | 2.43%-2.6pp | 24.39%-24.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $823 | $2,335-64.8% | $2,689-69.4% | $1,882-56.3% |
| Participant deferral / active EE | $706 | $2,794-74.7% | $3,162-77.7% | $3,022-76.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |