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 | $509 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,276 | $60,545-68.2% | $92,233-79.1% | $69,631-72.3% |
| Participation rate | 58.8% | 72.2%-13.4pp | 76.5%-17.7pp | 70.7%-11.9pp |
| Annual return | 17.30% | 19.71%-2.4pp | 176.28%-159.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $429 | $2,633-83.7% | $3,679-88.3% | $2,032-78.9% |
| Participant deferral / active EE | $4,008 | $2,828+41.8% | $3,897+2.9% | $3,224+24.3% |
| Admin fee / account holder | $11 | $145-92.6% | $5,194-99.8% | $110-90.3% |