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 7-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 10 · EIN 94-3158857 | Accounting | $11,500 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $5,476 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,929 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,580 | $80,753+33.2% | $136,294-21.1% | $62,292+72.7% |
| Participation rate | 84.0% | 73.5%+10.5pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 17.58% | 35.83%-18.2pp | 5155.94%-5138.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $472 | $2,884-83.6% | $4,695-89.9% | $2,042-76.9% |
| Participant deferral / active EE | $5,537 | $5,164+7.2% | $6,247-11.4% | $3,169+74.7% |
| Admin fee / account holder | $117 | $525-77.6% | $9,243-98.7% | $479-75.5% |