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 10-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 15 · EIN 01-0233346 | Recordkeeping | $786 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,169 | $55,002-77.9% | $59,878-79.7% | $56,287-78.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 2.32% | 1.13%+1.2pp | 3.46%-1.1pp | -9.96%+12.3pp |
| Employer contribution / active EE | $1,017 | $2,448-58.5% | $2,722-62.6% | $2,111-51.8% |
| Participant deferral / active EE | $1,119 | $3,121-64.2% | $3,402-67.1% | $3,350-66.6% |
| Admin fee / account holder | $241 | $236+2.1% | $3,590-93.3% | $521-53.8% |