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 7-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) | $19,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,733 | $55,214-55.2% | $104,607-76.4% | $73,488-66.3% |
| Participation rate | 50.8% | 67.8%-17.0pp | 74.1%-23.2pp | 70.7%-19.8pp |
| Annual return | 28.53% | 24.79%+3.7pp | 340.46%-311.9pp | 28.51%0pp |
| Employer contribution / active EE | $34 | $1,468-97.7% | $2,681-98.7% | $2,270-98.5% |
| Participant deferral / active EE | $5,815 | $2,925+98.8% | $3,740+55.5% | $3,740+55.5% |
| Admin fee / account holder | $152 | $424-64.2% | $6,473-97.7% | $513-70.4% |