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 15 · EIN 01-0233346 | Recordkeeping | $344 |
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 | $28,926 | $53,127-45.6% | $86,590-66.6% | $70,131-58.8% |
| Participation rate | 70.1% | 65.3%+4.8pp | 73.5%-3.4pp | 69.5%+0.6pp |
| Annual return | 17.48% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $728 | $2,068-64.8% | $2,839-74.4% | $2,342-68.9% |
| Participant deferral / active EE | $3,104 | $2,696+15.2% | $3,609-14.0% | $3,332-6.8% |
| Admin fee / account holder | $150 | $3,585-95.8% | $4,906-96.9% | $4,645-96.8% |