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 4-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 64 · EIN 71-0294708 | Recordkeeping Fees | $12,666 |
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 | $7,745 | $58,926-86.9% | $97,226-92.0% | $74,495-89.6% |
| Participation rate | 90.8% | 63.5%+27.3pp | 72.7%+18.1pp | 67.2%+23.6pp |
| Annual return | 16.13% | 16.04%+0.1pp | 75.13%-59.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,453 | $1,894-23.3% | $2,729-46.8% | $2,623-44.6% |
| Participant deferral / active EE | $2,526 | $3,664-31.1% | $4,264-40.8% | $4,346-41.9% |
| Admin fee / account holder | $49 | $1,974-97.5% | $5,654-99.1% | $1,942-97.5% |