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 | $748 |
Annual investment return 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 | $16,561 | $47,969-65.5% | $85,969-80.7% | $52,331-68.4% |
| Participation rate | 73.5% | 61.7%+11.7pp | 76.5%-3.1pp | 68.1%+5.4pp |
| Annual return | -3.01% | -0.13%-2.9pp | 9.32%-12.3pp | 4.54%-7.5pp |
| Employer contribution / active EE | $469 | $1,460-67.9% | $3,474-86.5% | $1,882-75.1% |
| Participant deferral / active EE | $1,371 | $2,110-35.0% | $3,829-64.2% | $3,022-54.6% |
| Admin fee / account holder | $123 | $530-76.8% | $6,053-98.0% | $592-79.2% |