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 48-1205033 | Recordkeeping | $9,611 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,432 | $56,485-85.1% | $185,823-95.5% | $86,799-90.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 118.66% | 118.04%+0.6pp | 122.05%-3.4pp | 97.91%+20.8pp |
| Employer contribution / active EE | $1,397 | $1,843-24.2% | $5,167-73.0% | $2,405-41.9% |
| Participant deferral / active EE | $668 | $2,553-73.8% | $5,568-88.0% | $4,131-83.8% |
| Admin fee / account holder | $23 | $150-84.9% | $16,237-99.9% | $170-86.7% |