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 | $211 |
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 | $49,993 | $34,308+45.7% | $74,701-33.1% | $72,985-31.5% |
| Participation rate | 14.0% | 42.4%-28.4pp | 54.5%-40.5pp | 69.5%-55.5pp |
| Annual return | 21.13% | 26.58%-5.5pp | 752.92%-731.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $302 | $692-56.3% | $1,084-72.1% | $2,440-87.6% |
| Participant deferral / active EE | $588 | $1,271-53.8% | $1,964-70.1% | $3,607-83.7% |
| Admin fee / account holder | $205 | $2,124-90.3% | $3,333-93.8% | $5,124-96.0% |