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 99 · EIN 61-1758632 | Other Fees | $12,562 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,169 | $78,672-70.5% | $109,143-78.8% | $85,850-73.0% |
| Participation rate | 90.7% | 68.3%+22.4pp | 75.9%+14.8pp | 69.3%+21.4pp |
| Annual return | 17.27% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $608 | $2,735-77.8% | $3,722-83.7% | $2,565-76.3% |
| Participant deferral / active EE | $2,248 | $3,467-35.2% | $4,653-51.7% | $3,952-43.1% |
| Admin fee / account holder | $50 | $5,469-99.1% | $6,752-99.3% | $6,260-99.2% |