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 6-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 15 · EIN 01-0233346 | Recordkeeping | $1,600 |
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 | $6,276 | $61,058-89.7% | $71,209-91.2% | $85,563-92.7% |
| Participation rate | 99.1% | 58.6%+40.5pp | 73.8%+25.3pp | 66.0%+33.1pp |
| Annual return | 12.20% | 100.41%-88.2pp | 282.51%-270.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $1,078 | $2,199-51.0% | $2,721-60.4% | $2,654-59.4% |
| Participant deferral / active EE | $766 | $3,173-75.8% | $4,175-81.6% | $4,375-82.5% |
| Admin fee / account holder | $0 | $855-100.0% | $5,349-100.0% | $834-100.0% |