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 21 · EIN 66-0561870 | Bank Trustee | $1,050 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,715 | $130,194-74.9% | $169,993-80.8% | $71,457-54.2% |
| Participation rate | 94.9% | 86.1%+8.8pp | 87.0%+7.9pp | 67.9%+27.0pp |
| Annual return | 19.14% | 20.37%-1.2pp | 53.37%-34.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,014 | $4,381-76.9% | $6,785-85.1% | $2,588-60.8% |
| Participant deferral / active EE | $4,065 | $6,923-41.3% | $10,408-60.9% | $4,289-5.2% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |