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 | $990 |
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 | $36,821 | $75,388-51.2% | $123,544-70.2% | $55,725-33.9% |
| Participation rate | 46.2% | 75.7%-29.4pp | 82.3%-36.1pp | 70.9%-24.6pp |
| Annual return | -0.70% | 4.48%-5.2pp | 119.20%-119.9pp | 244.93%-245.6pp |
| Employer contribution / active EE | $2,916 | $3,063-4.8% | $4,628-37.0% | $2,078+40.3% |
| Participant deferral / active EE | $4,977 | $5,651-11.9% | $6,426-22.5% | $3,356+48.3% |
| Admin fee / account holder | $160 | $120+33.4% | $9,284-98.3% | $115+38.7% |