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 | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,952 | $31,679+32.4% | $74,701-43.8% | $65,185-35.6% |
| Participation rate | 73.6% | 40.4%+33.3pp | 54.5%+19.2pp | 70.2%+3.4pp |
| Annual return | 15.01% | 39.04%-24.0pp | 752.92%-737.9pp | 29.38%-14.4pp |
| Employer contribution / active EE | $1,923 | $566+239.7% | $1,084+77.5% | $2,177-11.7% |
| Participant deferral / active EE | $1,718 | $1,191+44.3% | $1,964-12.5% | $3,514-51.1% |
| Admin fee / account holder | $6 | $379-98.5% | $3,333-99.8% | $847-99.3% |