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 | $13,271 |
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 | $17,686 | $91,407-80.7% | $135,903-87.0% | $71,457-75.2% |
| Participation rate | 81.1% | 75.7%+5.5pp | 81.9%-0.8pp | 67.9%+13.2pp |
| Annual return | 18.39% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,432 | $3,703-61.3% | $4,856-70.5% | $2,588-44.7% |
| Participant deferral / active EE | $1,777 | $7,092-74.9% | $7,758-77.1% | $4,289-58.6% |
| Admin fee / account holder | $122 | $1,266-90.4% | $10,762-98.9% | $1,587-92.3% |