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 35-0145825 | Recordkeeping | $14,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $49,400 | $52,953-6.7% | $172,739-71.4% | $65,185-24.2% |
| Participation rate | 17.1% | 66.2%-49.1pp | 82.6%-65.6pp | 70.2%-53.1pp |
| Annual return | 22.39% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $962 | $2,471-61.1% | $5,198-81.5% | $3,514-72.6% |
| Admin fee / account holder | $10 | $472-97.9% | $13,954-99.9% | $847-98.8% |