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 5-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 |
|---|---|---|
SATURNA TRUST COMPANY6+ years Service code 15 · EIN 26-3918998 | Recordkeeping | $1,395 |
SATURNA CAPITAL CORPORATION4 years Service code 28 · EIN 91-1454817 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,775 | $59,417-39.8% | $93,606-61.8% | $74,495-52.0% |
| Participation rate | 45.8% | 59.7%-13.9pp | 68.7%-22.9pp | 67.2%-21.4pp |
| Annual return | 13.45% | 81.83%-68.4pp | 133.20%-119.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,584 | $1,264+25.3% | $2,420-34.6% | $2,623-39.6% |
| Participant deferral / active EE | $2,098 | $3,050-31.2% | $4,411-52.4% | $4,346-51.7% |
| Admin fee / account holder | $13 | $3,021-99.6% | $8,285-99.8% | $1,942-99.3% |