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 | $313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,980 | $63,346-32.2% | $92,233-53.4% | $70,131-38.7% |
| Participation rate | 68.2% | 68.7%-0.4pp | 76.5%-8.2pp | 69.5%-1.3pp |
| Annual return | 17.66% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,868 | $2,471-24.4% | $3,679-49.2% | $2,342-20.2% |
| Participant deferral / active EE | $2,988 | $2,854+4.7% | $3,897-23.3% | $3,332-10.3% |
| Admin fee / account holder | $13 | $3,840-99.7% | $5,194-99.8% | $4,645-99.7% |