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 8-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 71-0294708 | Recordkeeping Fees | $19,209 |
Service code 99 · EIN 59-3331424 | Other Fees | $8,695 |
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 | $34,390 | $49,915-31.1% | $154,803-77.8% | $74,304-53.7% |
| Participation rate | 88.8% | 54.0%+34.8pp | 78.1%+10.7pp | 60.3%+28.5pp |
| Annual return | 17.34% | 34.06%-16.7pp | 58.88%-41.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,751 | $1,611+8.7% | $4,305-59.3% | $2,241-21.9% |
| Participant deferral / active EE | $4,343 | $2,255+92.6% | $5,540-21.6% | $3,767+15.3% |
| Admin fee / account holder | $153 | $2,189-93.0% | $14,329-98.9% | $2,969-94.8% |