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 7-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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,975 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,776 | $59,805-77.0% | $79,550-82.7% | $68,494-79.9% |
| Participation rate | 74.7% | 61.1%+13.6pp | 69.5%+5.2pp | 67.9%+6.8pp |
| Annual return | -19.52% | -12.30%-7.2pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,214 | $1,505-19.3% | $2,413-49.7% | $2,596-53.2% |
| Participant deferral / active EE | $5,589 | $3,024+84.8% | $3,985+40.2% | $4,027+38.8% |
| Admin fee / account holder | $38 | $4,835-99.2% | $6,832-99.4% | $5,403-99.3% |