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 13-2656036 | Recordkeeping | $600,391 |
BENEFIT RESOURCES, INC.2+ years Service code 15 · EIN 68-0198481 | Recordkeeping | $6,800 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,594 | $42,582+75.2% | $171,082-56.4% | $57,658+29.4% |
| Participation rate | 75.5% | 63.9%+11.6pp | 76.7%-1.2pp | 70.2%+5.2pp |
| Annual return | 5.68% | 308.67%-303.0pp | 32.56%-26.9pp | 5.13%+0.6pp |
| Employer contribution / active EE | $3,325 | $1,306+154.6% | $4,002-16.9% | $1,974+68.5% |
| Participant deferral / active EE | $7,307 | $2,933+149.1% | $4,797+52.3% | $3,061+138.8% |
| Admin fee / account holder | $153 | $82+85.6% | $8,520-98.2% | $95+61.7% |