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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,980 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,296 | $59,535-79.3% | $90,160-86.4% | $62,292-80.3% |
| Participation rate | 97.2% | 73.0%+24.1pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 35.72% | 23.53%+12.2pp | 34.88%+0.8pp | 28.90%+6.8pp |
| Employer contribution / active EE | $1,734 | $1,826-5.0% | $3,318-47.7% | $2,042-15.1% |
| Participant deferral / active EE | $3,133 | $4,639-32.5% | $5,288-40.7% | $3,169-1.1% |
| Admin fee / account holder | $72 | $337-78.5% | $5,943-98.8% | $479-84.9% |