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 | $0 |
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 | $347,486 | $67,703+413.3% | $127,761+172.0% | $65,185+433.1% |
| Participation rate | 97.9% | 74.5%+23.4pp | 79.0%+18.9pp | 70.2%+27.7pp |
| Annual return | 23.80% | 24.36%-0.6pp | 26.14%-2.3pp | 29.38%-5.6pp |
| Employer contribution / active EE | $15,059 | $3,724+304.4% | $4,574+229.2% | $2,177+591.8% |
| Participant deferral / active EE | $17,283 | $4,787+261.0% | $6,021+187.0% | $3,514+391.9% |
| Admin fee / account holder | $0 | $618-100.0% | $9,395-100.0% | $847-100.0% |