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 | $12,565 |
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 | $25,057 | $80,005-68.7% | $140,016-82.1% | $55,725-55.0% |
| Participation rate | 81.2% | 87.0%-5.8pp | 87.5%-6.3pp | 70.9%+10.4pp |
| Annual return | -0.65% | 0.46%-1.1pp | 651.12%-651.8pp | 244.93%-245.6pp |
| Employer contribution / active EE | $1,183 | $3,403-65.2% | $5,606-78.9% | $2,078-43.1% |
| Participant deferral / active EE | $5,187 | $5,264-1.5% | $6,927-25.1% | $3,356+54.6% |
| Admin fee / account holder | $33 | $116-71.1% | $10,705-99.7% | $115-71.0% |