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 9-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 35-0145825 | Recordkeeping | $10,153 |
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 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 | $7,805 | $43,327-82.0% | $59,878-87.0% | $64,186-87.8% |
| Participation rate | 97.9% | 69.2%+28.7pp | 74.7%+23.2pp | 69.6%+28.3pp |
| Annual return | 9.91% | -1.55%+11.5pp | 3.46%+6.4pp | 7.63%+2.3pp |
| Employer contribution / active EE | $504 | $2,028-75.2% | $2,722-81.5% | $2,381-78.8% |
| Participant deferral / active EE | $2,300 | $2,546-9.7% | $3,402-32.4% | $3,470-33.7% |
| Admin fee / account holder | $22 | $3,005-99.3% | $3,590-99.4% | $4,888-99.6% |