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 30-0219031 | Recordkeeping | $19,555 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,724 | $51,620-36.6% | $90,281-63.8% | $65,185-49.8% |
| Participation rate | 82.1% | 68.6%+13.5pp | 73.3%+8.9pp | 70.2%+11.9pp |
| Annual return | 32.48% | 24.94%+7.5pp | 78.10%-45.6pp | 29.38%+3.1pp |
| Employer contribution / active EE | $884 | $2,235-60.4% | $2,854-69.0% | $2,177-59.4% |
| Participant deferral / active EE | $1,949 | $2,871-32.1% | $3,885-49.8% | $3,514-44.5% |
| Admin fee / account holder | $175 | $384-54.6% | $5,351-96.7% | $847-79.4% |