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) | $658 |
BENEFITS, INC.1 year Service code 15 · EIN 39-1458932 | Recordkeeping | $68 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,336 | $38,969-35.0% | $109,313-76.8% | $55,167-54.1% |
| Participation rate | 72.0% | 58.2%+13.8pp | 71.3%+0.8pp | 69.0%+3.0pp |
| Annual return | 10.84% | 8.26%+2.6pp | 22.07%-11.2pp | 169.23%-158.4pp |
| Employer contribution / active EE | $165 | $1,227-86.5% | $3,892-95.8% | $1,963-91.6% |
| Participant deferral / active EE | $2,037 | $2,176-6.4% | $3,166-35.7% | $3,054-33.3% |
| Admin fee / account holder | $8 | $501-98.3% | $5,666-99.9% | $504-98.3% |