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 6-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 | $11,527 |
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 | $9,187 | $53,165-82.7% | $86,188-89.3% | $74,419-87.7% |
| Participation rate | 85.8% | 64.9%+21.0pp | 69.0%+16.9pp | 70.7%+15.1pp |
| Annual return | 23.16% | 22.64%+0.5pp | 1168.45%-1145.3pp | 34.38%-11.2pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,101 | $3,234-4.1% | $3,985-22.2% | $4,528-31.5% |
| Admin fee / account holder | $27 | $551-95.1% | $6,852-99.6% | $348-92.2% |