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 9-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 | $22,986 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,868 | $57,065-54.7% | $75,670-65.8% | $70,131-63.1% |
| Participation rate | 79.3% | 68.1%+11.2pp | 72.3%+7.0pp | 69.5%+9.8pp |
| Annual return | 11.06% | 23.57%-12.5pp | 27.34%-16.3pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,760 | $2,580+84.5% | $3,142+51.5% | $3,332+42.9% |
| Admin fee / account holder | $165 | $3,825-95.7% | $5,800-97.1% | $4,645-96.4% |