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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,294 | $73,638-71.1% | $95,952-77.8% | $73,488-71.0% |
| Participation rate | 62.4% | 76.2%-13.7pp | 77.1%-14.6pp | 70.7%-8.3pp |
| Annual return | 17.14% | 16.78%+0.4pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,341 | $1,863-28.1% | $2,541-47.2% | $2,270-40.9% |
| Participant deferral / active EE | $2,072 | $3,617-42.7% | $4,167-50.3% | $3,740-44.6% |
| Admin fee / account holder | $16 | $482-96.7% | $6,795-99.8% | $513-96.9% |