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 8-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) | $2,400 |
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 | $41,070 | $91,407-55.1% | $135,903-69.8% | $71,457-42.5% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 21.88% | 29.90%-8.0pp | 68.23%-46.4pp | 28.85%-7.0pp |
| Employer contribution / active EE | $2,910 | $3,703-21.4% | $4,856-40.1% | $2,588+12.5% |
| Participant deferral / active EE | $7,129 | $7,092+0.5% | $7,758-8.1% | $4,289+66.2% |
| Admin fee / account holder | $16 | $1,266-98.8% | $10,762-99.9% | $1,587-99.0% |