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 35-0145825 | Recordkeeping | $21,517 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,004 | $36,767-23.8% | $81,478-65.6% | $62,292-55.0% |
| Participation rate | 52.2% | 54.4%-2.3pp | 68.0%-15.8pp | 69.5%-17.3pp |
| Annual return | 18.40% | 173.80%-155.4pp | 38.78%-20.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $922 | $1,128-18.3% | $2,568-64.1% | $2,042-54.9% |
| Participant deferral / active EE | $1,362 | $2,111-35.5% | $3,537-61.5% | $3,169-57.0% |
| Admin fee / account holder | $11 | $797-98.6% | $4,561-99.7% | $479-97.6% |