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.3 years Service code 15 4400 PARK ROAD · CHARLOTTE, NC 28209 | Recordkeeping | $27,119 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,694 | $29,369+11.3% | $77,482-57.8% | $73,409-55.5% |
| Participation rate | 28.0% | 37.9%-9.9pp | 54.2%-26.2pp | 72.2%-44.2pp |
| Annual return | 6.25% | 358.15%-351.9pp | 54.79%-48.5pp | 59.29%-53.0pp |
| Employer contribution / active EE | $316 | $406-22.1% | $986-68.0% | $2,234-85.9% |
| Participant deferral / active EE | $500 | $941-46.9% | $1,861-73.2% | $3,805-86.9% |
| Admin fee / account holder | $236 | $123+92.7% | $2,858-91.7% | $158+49.8% |