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 25 · EIN 13-5570651 | Directed Trustee | $409 |
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.
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 | $38,164 | $58,879-35.2% | $178,490-78.6% | $73,488-48.1% |
| Participation rate | 30.9% | 66.2%-35.3pp | 81.9%-51.0pp | 70.7%-39.8pp |
| Annual return | 13.66% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $963 | $2,236-56.9% | $5,011-80.8% | $2,270-57.6% |
| Participant deferral / active EE | $602 | $2,567-76.5% | $5,202-88.4% | $3,740-83.9% |
| Admin fee / account holder | $22 | $400-94.5% | $13,984-99.8% | $513-95.7% |