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 26 · EIN 71-0294708 | Advisory (Participants) | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,279 | $81,474-83.7% | $133,956-90.1% | $73,488-81.9% |
| Participation rate | 62.1% | 76.4%-14.2pp | 79.8%-17.7pp | 70.7%-8.5pp |
| Annual return | 20.75% | 19.40%+1.3pp | 45.09%-24.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $386 | $2,209-82.5% | $3,919-90.2% | $2,270-83.0% |
| Participant deferral / active EE | $2,000 | $3,786-47.2% | $5,048-60.4% | $3,740-46.5% |
| Admin fee / account holder | $3 | $713-99.6% | $8,927-100.0% | $513-99.4% |