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 |
|---|---|---|
TAGSTONE CAPITAL, INC.1 year Service code 15 4400 PARK ROAD · CHARLOTTE, NC 28209 | Recordkeeping | $23,952 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,029 | $23,224+55.1% | $71,086-49.3% | $55,725-35.3% |
| Participation rate | 21.3% | 37.9%-16.6pp | 54.7%-33.4pp | 70.9%-49.6pp |
| Annual return | -1.59% | -2.87%+1.3pp | 650.59%-652.2pp | 244.93%-246.5pp |
| Employer contribution / active EE | $213 | $436-51.2% | $1,088-80.4% | $2,078-89.8% |
| Participant deferral / active EE | $337 | $929-63.8% | $1,874-82.0% | $3,356-90.0% |
| Admin fee / account holder | $274 | $118+132.1% | $3,082-91.1% | $115+137.7% |