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 | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,517 | $73,638-61.3% | $95,952-70.3% | $73,488-61.2% |
| Participation rate | 41.0% | 76.2%-35.1pp | 77.1%-36.1pp | 70.7%-29.7pp |
| Annual return | 15.27% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,194 | $1,863-35.9% | $2,541-53.0% | $2,270-47.4% |
| Participant deferral / active EE | $1,484 | $3,617-59.0% | $4,167-64.4% | $3,740-60.3% |
| Admin fee / account holder | $5 | $482-98.9% | $6,795-99.9% | $513-99.0% |