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 | $1,100 |
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 | $38,248 | $28,109+36.1% | $71,086-46.2% | $56,287-32.0% |
| Participation rate | 91.4% | 40.4%+51.0pp | 54.7%+36.8pp | 69.9%+21.6pp |
| Annual return | -2.89% | -615.05%+612.2pp | 650.59%-653.5pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,272 | $558+307.4% | $1,088+108.9% | $2,111+7.6% |
| Participant deferral / active EE | $2,668 | $1,116+139.2% | $1,874+42.4% | $3,350-20.3% |
| Admin fee / account holder | $8 | $585-98.6% | $3,082-99.7% | $521-98.4% |