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 35-0145825 | Recordkeeping | $21,928 |
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 | $15,568 | $55,453-71.9% | $170,442-90.9% | $62,292-75.0% |
| Participation rate | 88.4% | 66.4%+22.0pp | 83.6%+4.8pp | 69.5%+18.8pp |
| Annual return | 15.32% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $498 | $2,164-77.0% | $5,433-90.8% | $2,042-75.6% |
| Participant deferral / active EE | $1,244 | $2,303-46.0% | $4,939-74.8% | $3,169-60.7% |
| Admin fee / account holder | $2 | $455-99.5% | $13,880-100.0% | $479-99.6% |