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 | $24 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,572 | $46,732-36.7% | $156,549-81.1% | $55,167-46.4% |
| Participation rate | 21.6% | 65.8%-44.2pp | 84.0%-62.4pp | 69.0%-47.4pp |
| Annual return | 6.90% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $352 | $2,105-83.3% | $5,501-93.6% | $1,963-82.1% |
| Participant deferral / active EE | $774 | $2,204-64.9% | $4,871-84.1% | $3,054-74.7% |
| Admin fee / account holder | $252 | $418-39.7% | $13,027-98.1% | $504-49.9% |