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 01-0233346 | Recordkeeping | $1,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $23,066 | $49,138-53.1% | $84,015-72.5% | $65,185-64.6% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 70.2%-20.2pp |
| Annual return | 18.94% | 23.00%-4.1pp | 71.31%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $617 | $914-32.5% | $1,983-68.9% | $2,177-71.6% |
| Participant deferral / active EE | $899 | $2,397-62.5% | $3,239-72.3% | $3,514-74.4% |
| Admin fee / account holder | $152 | $543-72.0% | $6,101-97.5% | $847-82.0% |