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 13-3689044 | Recordkeeping | $36,246 |
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 | $19,580 | $74,347-73.7% | $93,606-79.1% | $67,579-71.0% |
| Participation rate | 79.9% | 80.6%-0.7pp | 75.8%+4.1pp | 71.3%+8.6pp |
| Annual return | 20.49% | 28.07%-7.6pp | 32.76%-12.3pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,169 | $2,583-54.7% | $2,718-57.0% | $2,148-45.6% |
| Participant deferral / active EE | $2,476 | $4,060-39.0% | $4,069-39.1% | $3,539-30.0% |
| Admin fee / account holder | $110 | $123-10.5% | $7,888-98.6% | $142-22.8% |