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 10-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 64 · EIN 04-2647786 | Recordkeeping Fees | $10,269 |
Employer 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 | $21,948 | $81,537-73.1% | $149,718-85.3% | $69,631-68.5% |
| Participation rate | 77.6% | 86.1%-8.5pp | 87.1%-9.4pp | 70.7%+6.9pp |
| Annual return | 25.37% | 22.79%+2.6pp | 1501.63%-1476.3pp | 27571.02%-27545.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,757 | $4,994-4.7% | $6,569-27.6% | $3,224+47.6% |
| Admin fee / account holder | $31 | $107-70.8% | $11,283-99.7% | $110-71.7% |