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 | $20,567 |
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 | $31,057 | $63,299-50.9% | $91,001-65.9% | $62,292-50.1% |
| Participation rate | 59.3% | 73.3%-14.0pp | 75.6%-16.3pp | 69.5%-10.3pp |
| Annual return | 14.64% | 20.99%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $466 | $1,807-74.2% | $2,456-81.0% | $2,042-77.2% |
| Participant deferral / active EE | $1,411 | $2,943-52.1% | $3,547-60.2% | $3,169-55.5% |
| Admin fee / account holder | $5 | $468-98.9% | $5,417-99.9% | $479-99.0% |