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 64 · EIN 71-0294708 | Recordkeeping Fees | $550 |
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 | $34,576 | $26,805+29.0% | $59,496-41.9% | $52,331-33.9% |
| Participation rate | 89.7% | 39.3%+50.4pp | 54.6%+35.2pp | 68.1%+21.6pp |
| Annual return | 1.68% | 2.61%-0.9pp | 182.05%-180.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,926 | $450+328.0% | $1,153+67.0% | $1,882+2.3% |
| Participant deferral / active EE | $2,033 | $916+121.8% | $1,829+11.1% | $3,022-32.7% |
| Admin fee / account holder | $5 | $305-98.5% | $2,232-99.8% | $592-99.2% |