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 | $27,088 |
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 | $19,256 | $52,953-63.6% | $172,739-88.9% | $65,185-70.5% |
| Participation rate | 81.5% | 66.2%+15.4pp | 82.6%-1.1pp | 70.2%+11.3pp |
| Annual return | 17.88% | 30.12%-12.2pp | 802.84%-785.0pp | 29.38%-11.5pp |
| Employer contribution / active EE | $448 | $2,190-79.5% | $5,143-91.3% | $2,177-79.4% |
| Participant deferral / active EE | $1,295 | $2,471-47.6% | $5,198-75.1% | $3,514-63.1% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.0% |