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 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,715 | $31,388+90.3% | $73,545-18.8% | $62,292-4.1% |
| Participation rate | 50.3% | 39.9%+10.5pp | 54.9%-4.6pp | 69.5%-19.2pp |
| Annual return | 15.99% | 25.34%-9.3pp | -15.16%+31.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $336 | $498-32.6% | $1,219-72.5% | $2,042-83.6% |
| Participant deferral / active EE | $1,374 | $1,028+33.6% | $1,806-23.9% | $3,169-56.6% |
| Admin fee / account holder | $10 | $299-96.6% | $2,320-99.6% | $479-97.9% |