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 64 · EIN 04-2647786 | Recordkeeping Fees | $985 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,758 | $72,254-72.7% | $86,677-77.2% | $64,808-69.5% |
| Participation rate | 79.7% | 80.4%-0.7pp | 76.6%+3.1pp | 71.5%+8.2pp |
| Annual return | -16.90% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,413 | $2,393-41.0% | $2,836-50.2% | $2,506-43.6% |
| Participant deferral / active EE | $2,039 | $4,658-56.2% | $4,656-56.2% | $4,310-52.7% |
| Admin fee / account holder | $101 | $174-42.0% | $7,493-98.7% | $188-46.3% |