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 15 · EIN 01-0233346 | Recordkeeping | $50,876 |
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 | $13,245 | $38,967-66.0% | $86,233-84.6% | $79,634-83.4% |
| Participation rate | 93.5% | 34.1%+59.4pp | 69.0%+24.5pp | 62.5%+31.0pp |
| Annual return | 16.62% | 49.90%-33.3pp | 61.39%-44.8pp | 36.46%-19.8pp |
| Employer contribution / active EE | $536 | $868-38.3% | $2,504-78.6% | $2,529-78.8% |
| Participant deferral / active EE | $2,725 | $1,663+63.9% | $4,559-40.2% | $3,835-28.9% |
| Admin fee / account holder | $185 | $2,660-93.1% | $8,342-97.8% | $1,002-81.6% |