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 | $36,515 |
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 | $51,670 | $44,873+15.1% | $79,464-35.0% | $56,287-8.2% |
| Participation rate | 90.7% | 68.7%+21.9pp | 73.3%+17.3pp | 69.9%+20.8pp |
| Annual return | -4.49% | 0.81%-5.3pp | 718.14%-722.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,219 | $2,140+3.7% | $2,800-20.8% | $2,111+5.1% |
| Participant deferral / active EE | $3,773 | $2,746+37.4% | $3,704+1.9% | $3,350+12.6% |
| Admin fee / account holder | $292 | $418-30.2% | $5,113-94.3% | $521-43.9% |