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 8-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 15 · EIN 13-3689044 | Recordkeeping | $66,421 |
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 | $51,735 | $71,666-27.8% | $117,854-56.1% | $69,631-25.7% |
| Participation rate | 97.1% | 77.5%+19.5pp | 79.7%+17.4pp | 70.7%+26.4pp |
| Annual return | 0.00% | 18.86%-18.9pp | 335.08%-335.1pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $8,545 | $1,889+352.4% | $3,786+125.7% | $2,032+320.5% |
| Participant deferral / active EE | $5,372 | $3,340+60.9% | $4,482+19.9% | $3,224+66.6% |
| Admin fee / account holder | $111 | $120-7.7% | $8,020-98.6% | $110+0.6% |