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 | $14,220 |
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 | $36,758 | $88,515-58.5% | $162,163-77.3% | $67,579-45.6% |
| Participation rate | 76.5% | 86.8%-10.3pp | 87.6%-11.1pp | 71.3%+5.2pp |
| Annual return | 31.65% | 27.04%+4.6pp | 115.59%-83.9pp | 378.56%-346.9pp |
| Employer contribution / active EE | $1,242 | $3,563-65.1% | $5,614-77.9% | $2,148-42.1% |
| Participant deferral / active EE | $5,552 | $5,724-3.0% | $7,298-23.9% | $3,539+56.9% |
| Admin fee / account holder | $36 | $124-71.0% | $10,843-99.7% | $142-74.8% |