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 64 · EIN 39-6040276 | Recordkeeping Fees | $2,169 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,563 | $40,278-53.9% | $80,569-77.0% | $80,160-76.8% |
| Participation rate | 10.2% | 47.5%-37.3pp | 67.0%-56.8pp | 72.9%-62.7pp |
| Annual return | 25.19% | 50.86%-25.7pp | 935.43%-910.2pp | 40.38%-15.2pp |
| Employer contribution / active EE | $83 | $1,332-93.8% | $2,723-97.0% | $2,978-97.2% |
| Participant deferral / active EE | $686 | $2,696-74.6% | $4,447-84.6% | $5,017-86.3% |
| Admin fee / account holder | $20 | $210-90.7% | $5,377-99.6% | $145-86.5% |