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 50 · EIN 04-2647786 | Direct Payment | $425 |
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 | $392,588 | $72,554+441.1% | $138,135+184.2% | $73,488+434.2% |
| Participation rate | 98.5% | 74.8%+23.6pp | 78.7%+19.8pp | 70.7%+27.8pp |
| Annual return | 13.02% | 17.50%-4.5pp | 20.51%-7.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $10,789 | $3,511+207.3% | $5,587+93.1% | $2,270+375.3% |
| Participant deferral / active EE | $18,769 | $4,908+282.4% | $6,431+191.8% | $3,740+401.9% |
| Admin fee / account holder | $3 | $464-99.4% | $11,856-100.0% | $513-99.5% |