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 | $30 |
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 | $30,651 | $39,122-21.7% | $57,179-46.4% | $62,891-51.3% |
| Participation rate | 84.7% | 70.5%+14.2pp | 75.3%+9.4pp | 69.3%+15.4pp |
| Annual return | 5.66% | 9.23%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,068 | $1,874+117.0% | $2,682+51.6% | $2,281+78.3% |
| Participant deferral / active EE | $2,878 | $2,374+21.2% | $3,096-7.0% | $3,203-10.1% |
| Admin fee / account holder | $5 | $2,592-99.8% | $3,139-99.8% | $4,296-99.9% |