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 35-0145825 | Recordkeeping | $23,181 |
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 | $30,502 | $63,346-51.8% | $92,233-66.9% | $70,131-56.5% |
| Participation rate | 73.9% | 68.7%+5.2pp | 76.5%-2.6pp | 69.5%+4.3pp |
| Annual return | 17.14% | 530.12%-513.0pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,955 | $2,471-20.9% | $3,679-46.9% | $2,342-16.5% |
| Participant deferral / active EE | $5,285 | $2,854+85.2% | $3,897+35.6% | $3,332+58.6% |
| Admin fee / account holder | $8 | $3,840-99.8% | $5,194-99.8% | $4,645-99.8% |