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 71-0294708 | Recordkeeping | $3,250 |
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 | $65,676 | $79,700-17.6% | $153,485-57.2% | $74,495-11.8% |
| Participation rate | 82.1% | 69.8%+12.2pp | 77.1%+5.0pp | 67.2%+14.9pp |
| Annual return | 14.11% | 15.07%-1.0pp | 15.65%-1.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,862 | $4,016-28.7% | $5,039-43.2% | $2,623+9.1% |
| Participant deferral / active EE | $3,985 | $5,315-25.0% | $6,757-41.0% | $4,346-8.3% |
| Admin fee / account holder | $22 | $1,790-98.8% | $12,724-99.8% | $1,942-98.9% |