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 48-1205033 | Recordkeeping | $35,477 |
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 | $39,764 | $50,637-21.5% | $86,590-54.1% | $62,292-36.2% |
| Participation rate | 92.6% | 67.9%+24.7pp | 73.5%+19.0pp | 69.5%+23.0pp |
| Annual return | 18.42% | 20.80%-2.4pp | 964.84%-946.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,157 | $2,075+3.9% | $2,839-24.0% | $2,042+5.6% |
| Participant deferral / active EE | $3,559 | $2,611+36.3% | $3,609-1.4% | $3,169+12.3% |
| Admin fee / account holder | $216 | $413-47.7% | $4,906-95.6% | $479-54.9% |