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 35-0145825 | Recordkeeping | $19,645 |
Annual investment return 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 | $14,565 | $57,976-74.9% | $62,995-76.9% | $62,292-76.6% |
| Participation rate | 78.2% | 75.9%+2.3pp | 74.8%+3.4pp | 69.5%+8.7pp |
| Annual return | 8.61% | 17.54%-8.9pp | 87.57%-79.0pp | 28.90%-20.3pp |
| Employer contribution / active EE | $958 | $2,415-60.3% | $2,759-65.3% | $2,042-53.1% |
| Participant deferral / active EE | $1,384 | $2,956-53.2% | $3,329-58.4% | $3,169-56.3% |
| Admin fee / account holder | $2 | $276-99.1% | $3,600-99.9% | $479-99.5% |