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 | $425 |
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 | $26,565 | $50,385-47.3% | $75,670-64.9% | $62,292-57.4% |
| Participation rate | 81.7% | 67.7%+14.0pp | 72.3%+9.4pp | 69.5%+12.2pp |
| Annual return | 16.45% | 19.90%-3.4pp | 27.34%-10.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,164 | $1,537-24.3% | $2,352-50.5% | $2,042-43.0% |
| Participant deferral / active EE | $1,868 | $2,445-23.6% | $3,142-40.6% | $3,169-41.1% |
| Admin fee / account holder | $43 | $384-88.9% | $5,800-99.3% | $479-91.1% |