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 26 · EIN 71-0294708 | Advisory (Participants) | $599 |
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 | $22,628 | $37,134-39.1% | $100,671-77.5% | $52,331-56.8% |
| Participation rate | 67.2% | 57.7%+9.5pp | 70.7%-3.5pp | 68.1%-0.9pp |
| Annual return | -1.45% | 0.10%-1.6pp | 20.43%-21.9pp | 4.54%-6.0pp |
| Employer contribution / active EE | $127 | $1,187-89.3% | $4,012-96.8% | $1,882-93.3% |
| Participant deferral / active EE | $1,674 | $2,163-22.6% | $3,144-46.7% | $3,022-44.6% |
| Admin fee / account holder | $7 | $467-98.4% | $4,850-99.8% | $592-98.8% |