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 | $665 |
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 | $29,003 | $59,186-51.0% | $76,768-62.2% | $56,287-48.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 77.0%+8.1pp | 69.9%+15.2pp |
| Annual return | -7.02% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,328 | $1,759+32.4% | $2,485-6.3% | $2,111+10.3% |
| Participant deferral / active EE | $4,451 | $3,255+36.8% | $3,852+15.6% | $3,350+32.9% |
| Admin fee / account holder | $23 | $489-95.4% | $6,675-99.7% | $521-95.6% |