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) | $19,180 |
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 | $37,573 | $51,315-26.8% | $95,745-60.8% | $71,457-47.4% |
| Participation rate | 47.5% | 63.0%-15.5pp | 72.3%-24.7pp | 67.9%-20.4pp |
| Annual return | 22.03% | 25.26%-3.2pp | 28.35%-6.3pp | 28.85%-6.8pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,360 | $3,358+59.6% | $4,245+26.3% | $4,289+25.0% |
| Admin fee / account holder | $120 | $1,137-89.5% | $5,678-97.9% | $1,587-92.5% |