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 | $21,969 |
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 | $15,456 | $49,915-69.0% | $154,803-90.0% | $74,304-79.2% |
| Participation rate | 93.3% | 54.0%+39.3pp | 78.1%+15.2pp | 60.3%+32.9pp |
| Annual return | 21.38% | 34.06%-12.7pp | 58.88%-37.5pp | 29.43%-8.1pp |
| Employer contribution / active EE | $1,559 | $1,611-3.2% | $4,305-63.8% | $2,241-30.4% |
| Participant deferral / active EE | $2,461 | $2,255+9.1% | $5,540-55.6% | $3,767-34.7% |
| Admin fee / account holder | $158 | $2,189-92.8% | $14,329-98.9% | $2,969-94.7% |