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 64 · EIN 71-0294708 | Recordkeeping Fees | $625 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,112 | $99,957-70.9% | $149,696-80.6% | $73,488-60.4% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.5%+11.7pp | 70.7%+23.5pp |
| Annual return | 97.81% | 53.87%+43.9pp | 276.60%-178.8pp | 28.51%+69.3pp |
| Employer contribution / active EE | $3,837 | $3,191+20.2% | $4,644-17.4% | $2,270+69.0% |
| Participant deferral / active EE | $7,062 | $6,073+16.3% | $6,842+3.2% | $3,740+88.8% |
| Admin fee / account holder | $3 | $551-99.5% | $9,309-100.0% | $513-99.5% |