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 8-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 01-0233346 | Recordkeeping | $100 |
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 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 | $21,316 | $39,948-46.6% | $89,391-76.2% | $73,409-71.0% |
| Participation rate | 13.8% | 50.4%-36.6pp | 68.0%-54.2pp | 72.2%-58.4pp |
| Annual return | 27.55% | 50.12%-22.6pp | 245.62%-218.1pp | 59.29%-31.7pp |
| Employer contribution / active EE | $453 | $1,200-62.2% | $2,586-82.5% | $2,234-79.7% |
| Participant deferral / active EE | $860 | $2,193-60.8% | $3,890-77.9% | $3,805-77.4% |
| Admin fee / account holder | $104 | $134-22.8% | $4,881-97.9% | $158-34.3% |