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 |
|---|---|---|
THE ROSE FINANCIAL GROUP LLC1+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $1,854 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $810 |
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 | $28,199 | $60,165-53.1% | $74,183-62.0% | $55,167-48.9% |
| Participation rate | 45.1% | 74.2%-29.1pp | 76.6%-31.5pp | 69.0%-23.9pp |
| Annual return | 6.20% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,986 | $2,973-33.2% | $3,550-44.1% | $3,054-35.0% |
| Admin fee / account holder | $34 | $419-91.9% | $5,586-99.4% | $504-93.2% |