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 5-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 13-3689044 | Recordkeeping | $457,486 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,414 | $44,897-96.9% | $84,966-98.3% | $199,593-99.3% |
| Participation rate | 80.0% | 45.7%+34.3pp | 67.5%+12.5pp | 72.0%+8.0pp |
| Annual return | 32.20% | 20.96%+11.2pp | 66.38%-34.2pp | 34.25%-2.0pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,066 | $2,668-60.0% | $4,519-76.4% | $5,087-79.0% |
| Admin fee / account holder | $69 | $584-88.3% | $6,149-98.9% | $269-74.5% |