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 | $17,960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 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 | $19,570 | $57,976-66.2% | $62,995-68.9% | $62,292-68.6% |
| Participation rate | 96.1% | 75.9%+20.1pp | 74.8%+21.3pp | 69.5%+26.6pp |
| Annual return | 15.76% | 17.54%-1.8pp | 87.57%-71.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $325 | $2,415-86.6% | $2,759-88.2% | $2,042-84.1% |
| Participant deferral / active EE | $812 | $2,956-72.5% | $3,329-75.6% | $3,169-74.4% |
| Admin fee / account holder | $98 | $276-64.4% | $3,600-97.3% | $479-79.5% |