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 | $43,428 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,768 | $155,795-82.8% | $136,294-80.4% | $69,631-61.6% |
| Participation rate | 53.7% | 75.2%-21.6pp | 81.9%-28.3pp | 70.7%-17.0pp |
| Annual return | 42.46% | 232464.33%-232421.9pp | 5155.94%-5113.5pp | 27571.02%-27528.6pp |
| Employer contribution / active EE | $1,294 | $2,991-56.7% | $4,695-72.4% | $2,032-36.3% |
| Participant deferral / active EE | $3,056 | $5,394-43.3% | $6,247-51.1% | $3,224-5.2% |
| Admin fee / account holder | $241 | $128+88.1% | $9,243-97.4% | $110+118.4% |