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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $40,075 |
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 | $21,616 | $47,977-54.9% | $154,107-86.0% | $56,287-61.6% |
| Participation rate | 99.1% | 66.2%+32.9pp | 83.0%+16.0pp | 69.9%+29.2pp |
| Annual return | -4.12% | 3.54%-7.7pp | 735.12%-739.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,321 | $2,169-39.1% | $5,298-75.1% | $2,111-37.4% |
| Participant deferral / active EE | $1,816 | $2,392-24.1% | $5,081-64.3% | $3,350-45.8% |
| Admin fee / account holder | $145 | $438-67.0% | $13,411-98.9% | $521-72.2% |