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 62-1291257 | Recordkeeping | $43,628 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,585 | $43,133-63.9% | $89,391-82.6% | $73,488-78.8% |
| Participation rate | 83.2% | 55.0%+28.2pp | 68.0%+15.2pp | 70.7%+12.5pp |
| Annual return | 11.73% | 135.66%-123.9pp | 245.62%-233.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,345 | $2,445+77.8% | $3,890+11.7% | $3,740+16.2% |
| Admin fee / account holder | $164 | $444-63.0% | $4,881-96.6% | $513-68.0% |