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 39-6040276 | Recordkeeping Fees | $4,917 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,845 | $65,435-65.1% | $86,677-73.6% | $66,914-65.9% |
| Participation rate | 84.1% | 75.5%+8.7pp | 76.6%+7.6pp | 69.8%+14.3pp |
| Annual return | -14.76% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,290 | $2,153+6.4% | $2,836-19.3% | $2,544-10.0% |
| Participant deferral / active EE | $3,752 | $4,100-8.5% | $4,656-19.4% | $4,237-11.4% |
| Admin fee / account holder | $37 | $642-94.2% | $7,493-99.5% | $593-93.7% |