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 | $1,250 |
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 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 | $23,695 | $40,256-41.1% | $57,343-58.7% | $59,632-60.3% |
| Participation rate | 98.7% | 69.2%+29.6pp | 75.1%+23.6pp | 68.7%+30.1pp |
| Annual return | 0.68% | 27.49%-26.8pp | 24.39%-23.7pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $3,790 | $1,922+97.2% | $2,689+41.0% | $2,203+72.1% |
| Participant deferral / active EE | $3,039 | $2,399+26.7% | $3,162-3.9% | $3,192-4.8% |
| Admin fee / account holder | $6 | $2,818-99.8% | $3,356-99.8% | $4,297-99.9% |