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 |
|---|---|---|
MARKETING SERVICES1 year Service code 26 · EIN 99-9002026 | Advisory (Participants) | $21,454 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,323 |
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 | $19,764 | $62,928-68.6% | $172,739-88.6% | $67,579-70.8% |
| Participation rate | 85.7% | 64.5%+21.3pp | 82.6%+3.1pp | 71.3%+14.5pp |
| Annual return | 23.01% | 30.36%-7.4pp | 802.84%-779.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $604 | $1,636-63.1% | $5,143-88.2% | $2,148-71.9% |
| Participant deferral / active EE | $3,029 | $2,145+41.2% | $5,198-41.7% | $3,539-14.4% |
| Admin fee / account holder | $51 | $167-69.3% | $13,954-99.6% | $142-64.1% |