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 DECISIONS5+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $20,353 |
FINANCIAL DECISIONS2 years Filed as: FINANCIAL DECISIONS, INC. Service code 27 · EIN 94-2874153 | Advisory (Plan) | $71 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,777 | $55,706-53.7% | $75,886-66.0% | $72,985-64.7% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.3%+20.3pp | 69.5%+20.0pp |
| Annual return | 18.73% | 27.59%-8.9pp | 30.76%-12.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,969 | $1,687+16.7% | $2,500-21.3% | $2,440-19.3% |
| Participant deferral / active EE | $3,214 | $2,634+22.0% | $3,603-10.8% | $3,607-10.9% |
| Admin fee / account holder | $103 | $3,978-97.4% | $5,418-98.1% | $5,124-98.0% |