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 |
|---|---|---|
PAYCHECK INC1 year Service code 15 · EIN 16-1124166 | Recordkeeping | $6,071 |
401K GENERATION2 years Service code 13 · EIN 16-4477125 | Contract Administrator | $2,838 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,695 |
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 | $23,173 | $84,487-72.6% | $125,339-81.5% | $66,914-65.4% |
| Participation rate | 84.6% | 76.4%+8.2pp | 82.4%+2.2pp | 69.8%+14.8pp |
| Annual return | 0.06% | -8.39%+8.4pp | 572.05%-572.0pp | 1.58%-1.5pp |
| Employer contribution / active EE | $3,528 | $3,553-0.7% | $4,814-26.7% | $2,544+38.7% |
| Participant deferral / active EE | $8,725 | $6,781+28.7% | $7,446+17.2% | $4,237+105.9% |
| Admin fee / account holder | $41 | $685-94.1% | $10,010-99.6% | $593-93.2% |