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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $153,001 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $64,421 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,479 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $105,762 | $96,458+9.6% | $136,294-22.4% | $77,958+35.7% |
| Participation rate | 73.6% | 75.4%-1.8pp | 81.9%-8.3pp | 71.6%+2.0pp |
| Annual return | 17.04% | 23.78%-6.7pp | 5155.94%-5138.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $914 | $3,144-70.9% | $4,695-80.5% | $2,310-60.4% |
| Participant deferral / active EE | $4,756 | $5,902-19.4% | $6,247-23.9% | $3,537+34.5% |
| Admin fee / account holder | $123 | $80+53.4% | $9,243-98.7% | $97+26.7% |