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 | $193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,258 | $60,776+2.4% | $85,682-27.3% | $79,386-21.6% |
| Participation rate | 21.8% | 62.1%-40.3pp | 69.9%-48.1pp | 70.7%-48.9pp |
| Annual return | 10.85% | 16.57%-5.7pp | 21.49%-10.6pp | 116.85%-106.0pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,621 | $2,919-44.5% | $3,923-58.7% | $4,046-59.9% |
| Admin fee / account holder | $11 | $438-97.4% | $6,873-99.8% | $626-98.2% |