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 | $3,267 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,008 | $82,664-90.3% | $125,339-93.6% | $68,494-88.3% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,952 | $3,381-42.3% | $4,814-59.4% | $2,596-24.8% |
| Participant deferral / active EE | $2,427 | $6,110-60.3% | $7,446-67.4% | $4,027-39.7% |
| Admin fee / account holder | $33 | $6,275-99.5% | $10,010-99.7% | $5,403-99.4% |