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 8-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 | $1,871 |
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 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 | $9,426 | $63,156-85.1% | $122,332-92.3% | $62,292-84.9% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 20.61%-20.6pp | 30.27%-30.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $638 | $1,385-53.9% | $4,050-84.2% | $2,042-68.8% |
| Participant deferral / active EE | $601 | $2,321-74.1% | $3,287-81.7% | $3,169-81.0% |
| Admin fee / account holder | $5 | $440-98.8% | $5,478-99.9% | $479-98.9% |