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 | $1,383 |
Filed as: BENEFIT PLANS PLUS Service code 15 6 CITY PLACE · ST. LOUIS, MO 63141 | Recordkeeping | $750 |
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 | $36,646 | $89,652-59.1% | $141,162-74.0% | $65,185-43.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.27% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,456 | $3,065-19.9% | $4,735-48.1% | $2,177+12.8% |
| Participant deferral / active EE | $4,437 | $5,691-22.0% | $6,709-33.9% | $3,514+26.3% |
| Admin fee / account holder | $283 | $569-50.2% | $10,261-97.2% | $847-66.5% |