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.5 years Service code 15 4400 PARK ROAD · CHARLOTTE, NC 28209 | Recordkeeping | $28,676 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,413 |
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 | $30,404 | $30,086+1.1% | $61,373-50.5% | $64,808-53.1% |
| Participation rate | 32.9% | 36.4%-3.4pp | 52.6%-19.6pp | 71.5%-38.5pp |
| Annual return | -11.55% | -13.99%+2.4pp | 338.61%-350.2pp | 32.82%-44.4pp |
| Employer contribution / active EE | $447 | $536-16.6% | $1,159-61.4% | $2,506-82.2% |
| Participant deferral / active EE | $733 | $1,126-34.9% | $2,125-65.5% | $4,310-83.0% |
| Admin fee / account holder | $259 | $148+75.2% | $2,130-87.8% | $188+38.2% |