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 65-0608221 | Recordkeeping | $11,563 |
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 | $22,527 | $58,655-61.6% | $91,989-75.5% | $65,185-65.4% |
| Participation rate | 53.0% | 75.3%-22.3pp | 78.6%-25.7pp | 70.2%-17.2pp |
| Annual return | 25.53% | 33.92%-8.4pp | 69.02%-43.5pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,427 | $2,080-31.4% | $3,452-58.7% | $2,177-34.4% |
| Participant deferral / active EE | $5,947 | $5,474+8.6% | $5,923+0.4% | $3,514+69.3% |
| Admin fee / account holder | $62 | $434-85.7% | $7,743-99.2% | $847-92.7% |