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 |
|---|---|---|
SOUND SHORE1 year Filed as: SOUND CONSULTING SERVICES Service code 26 · EIN 71-1004774 | Advisory (Participants) | $20,093 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,541 | $59,417+0.2% | $93,606-36.4% | $74,495-20.1% |
| Participation rate | 96.2% | 59.7%+36.6pp | 68.7%+27.5pp | 67.2%+29.0pp |
| Annual return | 11.97% | 81.83%-69.9pp | 133.20%-121.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $5,694 | $1,264+350.6% | $2,420+135.3% | $2,623+117.1% |
| Participant deferral / active EE | $1,406 | $3,050-53.9% | $4,411-68.1% | $4,346-67.7% |
| Admin fee / account holder | $105 | $3,021-96.5% | $8,285-98.7% | $1,942-94.6% |