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 7-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 26 · EIN 71-0294708 | Advisory (Participants) | $23,290 |
Annual investment return 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 | $5,475 | $41,078-86.7% | $80,569-93.2% | $71,457-92.3% |
| Participation rate | 96.4% | 50.2%+46.2pp | 67.0%+29.4pp | 67.9%+28.5pp |
| Annual return | 10.88% | 38.45%-27.6pp | 935.43%-924.6pp | 28.85%-18.0pp |
| Employer contribution / active EE | $3,864 | $1,506+156.6% | $2,723+41.9% | $2,588+49.3% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $122 | $1,840-93.4% | $5,377-97.7% | $1,587-92.3% |