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 | $874 |
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 | $13,514 | $44,425-69.6% | $67,834-80.1% | $55,167-75.5% |
| Participation rate | 75.5% | 59.7%+15.8pp | 68.8%+6.7pp | 69.0%+6.5pp |
| Annual return | 8.52% | 17.80%-9.3pp | 138.47%-130.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,119 | $1,351-17.2% | $2,403-53.4% | $1,963-43.0% |
| Participant deferral / active EE | $1,855 | $2,166-14.3% | $3,160-41.3% | $3,054-39.3% |
| Admin fee / account holder | $176 | $530-66.7% | $4,622-96.2% | $504-65.0% |