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 15 · EIN 01-0233346 | Recordkeeping | $425 |
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 | $5,025 | $72,277-93.0% | $101,248-95.0% | $79,858-93.7% |
| Participation rate | 89.0% | 68.5%+20.6pp | 75.8%+13.2pp | 69.6%+19.4pp |
| Annual return | 14.02% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,897 | $2,692-29.5% | $3,660-48.2% | $2,471-23.2% |
| Participant deferral / active EE | $1,882 | $3,282-42.7% | $4,370-56.9% | $3,740-49.7% |
| Admin fee / account holder | $61 | $4,400-98.6% | $5,945-99.0% | $5,306-98.8% |