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 | $1,700 |
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 | $39,491 | $35,986+9.7% | $77,482-49.0% | $73,488-46.3% |
| Participation rate | 87.1% | 40.8%+46.2pp | 54.2%+32.9pp | 70.7%+16.4pp |
| Annual return | 11.87% | 19.26%-7.4pp | 54.79%-42.9pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,372 | $557+325.5% | $986+140.5% | $2,270+4.5% |
| Participant deferral / active EE | $1,648 | $1,198+37.6% | $1,861-11.4% | $3,740-55.9% |
| Admin fee / account holder | $11 | $466-97.6% | $2,858-99.6% | $513-97.8% |