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 35-0145825 | Recordkeeping | $200 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,290 | $136,307-52.1% | $177,821-63.3% | $73,488-11.2% |
| Participation rate | 71.3% | 86.1%-14.8pp | 87.7%-16.4pp | 70.7%+0.6pp |
| Annual return | 18.12% | 18.68%-0.6pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,598 | $3,712-57.0% | $5,918-73.0% | $2,270-29.6% |
| Participant deferral / active EE | $3,325 | $5,829-43.0% | $7,714-56.9% | $3,740-11.1% |
| Admin fee / account holder | $2 | $596-99.6% | $12,427-100.0% | $513-99.6% |