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 01-0233346 | Recordkeeping | $1,880 |
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 | $12,474 | $31,109-59.9% | $67,711-81.6% | $52,331-76.2% |
| Participation rate | 74.7% | 54.0%+20.8pp | 67.5%+7.2pp | 68.1%+6.6pp |
| Annual return | -1.92% | 23.70%-25.6pp | 25.41%-27.3pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,369 | $1,076+27.2% | $2,559-46.5% | $1,882-27.3% |
| Participant deferral / active EE | $2,077 | $1,970+5.4% | $3,585-42.1% | $3,022-31.3% |
| Admin fee / account holder | $112 | $466-75.9% | $4,255-97.4% | $592-81.0% |