See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $225 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,854 | $60,488-78.7% | $109,895-88.3% | $79,386-83.8% |
| Participation rate | 99.1% | 67.0%+32.1pp | 74.2%+24.9pp | 70.7%+28.4pp |
| Annual return | 0.00% | 189.57%-189.6pp | 29.45%-29.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $5,452 | $1,649+230.7% | $2,842+91.8% | $2,427+124.6% |
| Participant deferral / active EE | $5,320 | $3,220+65.2% | $4,048+31.4% | $4,046+31.5% |
| Admin fee / account holder | $2 | $605-99.6% | $6,066-100.0% | $626-99.6% |