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 | $12,486 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,291 | $79,944-9.6% | $98,439-26.6% | $75,163-3.8% |
| Participation rate | 98.8% | 70.4%+28.5pp | 75.2%+23.7pp | 67.2%+31.6pp |
| Annual return | 11.94% | 19.75%-7.8pp | 21.16%-9.2pp | 160.62%-148.7pp |
| Employer contribution / active EE | $3,111 | $2,264+37.4% | $3,048+2.1% | $2,670+16.5% |
| Participant deferral / active EE | $5,842 | $3,752+55.7% | $4,738+23.3% | $4,125+41.6% |
| Admin fee / account holder | $37 | $6,840-99.5% | $8,948-99.6% | $5,651-99.3% |