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 |
|---|---|---|
SOUND SHORE2 years Filed as: SOUND CONSULTING SERVICES Service code 27 · EIN 71-1004774 | Advisory (Plan) | $14,014 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,748 |
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 | $50,605 | $48,230+4.9% | $67,502-25.0% | $80,856-37.4% |
| Participation rate | 98.9% | 66.4%+32.6pp | 72.9%+26.1pp | 67.6%+31.3pp |
| Annual return | 16.14% | 18.28%-2.1pp | 3512.12%-3496.0pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,127 | $2,020+54.8% | $2,731+14.5% | $2,755+13.5% |
| Participant deferral / active EE | $7,121 | $2,924+143.5% | $4,000+78.0% | $4,296+65.8% |
| Admin fee / account holder | $158 | $3,681-95.7% | $3,998-96.0% | $6,918-97.7% |