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 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,063 | $60,396+337.2% | $111,392+137.1% | $56,287+369.1% |
| Participation rate | 94.3% | 72.4%+21.8pp | 78.9%+15.4pp | 69.9%+24.4pp |
| Annual return | -6.69% | 20.26%-26.9pp | -2.06%-4.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $13,664 | $3,459+295.0% | $4,328+215.7% | $2,111+547.3% |
| Participant deferral / active EE | $15,773 | $4,421+256.8% | $5,567+183.3% | $3,350+370.9% |
| Admin fee / account holder | $0 | $610-100.0% | $12,266-100.0% | $521-100.0% |