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) | $21,636 |
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 | $27,603 | $44,642-38.2% | $91,220-69.7% | $66,914-58.7% |
| Participation rate | 46.7% | 64.9%-18.2pp | 73.2%-26.5pp | 69.8%-23.1pp |
| Annual return | -9.20% | -12.29%+3.1pp | 114.01%-123.2pp | 1.58%-10.8pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,815 | $3,349+73.6% | $4,234+37.4% | $4,237+37.2% |
| Admin fee / account holder | $127 | $521-75.7% | $5,420-97.7% | $593-78.7% |