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 | $169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,486 | $108,172-73.7% | $77,482-63.2% | $158,922-82.1% |
| Participation rate | 30.8% | 64.4%-33.7pp | 54.2%-23.4pp | 82.0%-51.2pp |
| Annual return | 6.72% | 31.67%-25.0pp | 54.79%-48.1pp | 302.83%-296.1pp |
| Employer contribution / active EE | $981 | $1,325-26.0% | $986-0.6% | $4,761-79.4% |
| Participant deferral / active EE | $1,901 | $2,456-22.6% | $1,861+2.1% | $5,982-68.2% |
| Admin fee / account holder | $492 | $3,708-86.7% | $2,858-82.8% | $11,246-95.6% |