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 16-1450952 | Recordkeeping | $5,985 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $12,972 | $51,620-74.9% | $90,281-85.6% | $65,185-80.1% |
| Participation rate | 49.0% | 68.6%-19.6pp | 73.3%-24.2pp | 70.2%-21.2pp |
| Annual return | 23.45% | 24.94%-1.5pp | 78.10%-54.7pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,297 | $2,235-42.0% | $2,854-54.6% | $2,177-40.4% |
| Participant deferral / active EE | $303 | $2,871-89.4% | $3,885-92.2% | $3,514-91.4% |
| Admin fee / account holder | $90 | $384-76.5% | $5,351-98.3% | $847-89.3% |