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 9-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 60 · EIN 04-2647786 | Sub-TA Fees | $5,657 |
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).
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 | $36,557 | $81,474-55.1% | $133,956-72.7% | $73,488-50.3% |
| Participation rate | 44.6% | 76.4%-31.7pp | 79.8%-35.2pp | 70.7%-26.1pp |
| Annual return | 15.14% | 19.40%-4.3pp | 45.09%-30.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $575 | $2,209-74.0% | $3,919-85.3% | $2,270-74.7% |
| Participant deferral / active EE | $2,433 | $3,786-35.7% | $5,048-51.8% | $3,740-34.9% |
| Admin fee / account holder | $167 | $713-76.6% | $8,927-98.1% | $513-67.5% |