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 | $4,998 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,995 | $47,944-39.5% | $67,834-57.3% | $62,891-53.9% |
| Participation rate | 94.2% | 61.1%+33.1pp | 68.8%+25.4pp | 69.3%+24.9pp |
| Annual return | 9.82% | 11.77%-1.9pp | 138.47%-128.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,171 | $1,562+103.0% | $2,403+31.9% | $2,281+39.0% |
| Participant deferral / active EE | $3,979 | $2,247+77.1% | $3,160+25.9% | $3,203+24.2% |
| Admin fee / account holder | $44 | $3,712-98.8% | $4,622-99.1% | $4,296-99.0% |