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 10-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 |
|---|---|---|
FINANCIAL PLAN INC5 years Service code 27 · EIN 91-1813176 | Advisory (Plan) | $16,667 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,899 |
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 | $32,386 | $78,483-58.7% | $106,201-69.5% | $74,546-56.6% |
| Participation rate | 71.4% | 72.8%-1.4pp | 75.3%-3.9pp | 67.2%+4.2pp |
| Annual return | 11.38% | 15.94%-4.6pp | 116.26%-104.9pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $1,765 | $2,522-30.0% | $3,170-44.3% | $2,624-32.7% |
| Participant deferral / active EE | $3,024 | $4,320-30.0% | $5,012-39.7% | $4,347-30.4% |
| Admin fee / account holder | $284 | $2,236-87.3% | $11,039-97.4% | $1,944-85.4% |