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 |
|---|---|---|
INVST1 year Service code 26 · EIN 81-1661697 | Advisory (Participants) | $13,188 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Participant loan processing; Recordke... | $5,700 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,090 | $106,236-79.2% | $112,228-80.3% | $64,808-65.9% |
| Participation rate | 57.2% | 71.7%-14.5pp | 75.1%-17.9pp | 71.5%-14.3pp |
| Annual return | -19.20% | -6.02%-13.2pp | 27.45%-46.6pp | 32.82%-52.0pp |
| Employer contribution / active EE | $2,145 | $3,166-32.3% | $3,635-41.0% | $2,506-14.4% |
| Participant deferral / active EE | $4,412 | $3,785+16.6% | $4,728-6.7% | $4,310+2.4% |
| Admin fee / account holder | $121 | $452-73.2% | $6,410-98.1% | $188-35.5% |