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 48-1236469 | Recordkeeping | $4,815 |
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 | $11,314 | $95,416-88.1% | $185,823-93.9% | $85,850-86.8% |
| Participation rate | 87.9% | 68.8%+19.1pp | 81.7%+6.2pp | 69.3%+18.6pp |
| Annual return | 20.11% | 23.59%-3.5pp | 122.05%-101.9pp | 318.53%-298.4pp |
| Employer contribution / active EE | $2,018 | $3,314-39.1% | $5,167-61.0% | $2,565-21.3% |
| Participant deferral / active EE | $2,547 | $3,423-25.6% | $5,568-54.3% | $3,952-35.6% |
| Admin fee / account holder | $39 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |