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 35-0145825 | Recordkeeping | $9,002 |
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).
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 | $56,642 | $58,726-3.5% | $92,233-38.6% | $62,292-9.1% |
| Participation rate | 21.4% | 68.3%-46.9pp | 76.5%-55.1pp | 69.5%-48.1pp |
| Annual return | 13.35% | 43.62%-30.3pp | 176.28%-162.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $667 | $2,392-72.1% | $3,679-81.9% | $2,042-67.4% |
| Participant deferral / active EE | $1,644 | $2,766-40.6% | $3,897-57.8% | $3,169-48.1% |
| Admin fee / account holder | $109 | $556-80.4% | $5,194-97.9% | $479-77.2% |