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 | $25,476 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,844 | $75,183-68.3% | $123,892-80.8% | $55,167-56.8% |
| Participation rate | 52.7% | 72.8%-20.1pp | 81.4%-28.7pp | 69.0%-16.3pp |
| Annual return | 23.43% | 19.01%+4.4pp | 47.52%-24.1pp | 169.23%-145.8pp |
| Employer contribution / active EE | $1,519 | $2,823-46.2% | $4,617-67.1% | $1,963-22.6% |
| Participant deferral / active EE | $2,976 | $5,084-41.5% | $5,984-50.3% | $3,054-2.6% |
| Admin fee / account holder | $221 | $663-66.7% | $8,357-97.4% | $504-56.2% |