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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,913 | $51,197-70.9% | $82,719-82.0% | $66,914-77.7% |
| Participation rate | 89.2% | 67.8%+21.4pp | 72.6%+16.6pp | 69.8%+19.4pp |
| Annual return | -24.20% | -9.64%-14.6pp | 701.18%-725.4pp | 1.58%-25.8pp |
| Employer contribution / active EE | $787 | $2,611-69.9% | $3,009-73.9% | $2,544-69.1% |
| Participant deferral / active EE | $3,769 | $3,458+9.0% | $4,395-14.2% | $4,237-11.0% |
| Admin fee / account holder | $60 | $416-85.6% | $5,329-98.9% | $593-89.9% |