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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,837 | $64,909-60.2% | $82,313-68.6% | $62,292-58.5% |
| Participation rate | 56.7% | 74.9%-18.2pp | 76.9%-20.2pp | 69.5%-12.8pp |
| Annual return | 17.49% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,247 | $1,676-25.6% | $2,428-48.7% | $2,042-38.9% |
| Participant deferral / active EE | $2,244 | $3,103-27.7% | $3,706-39.5% | $3,169-29.2% |
| Admin fee / account holder | $39 | $440-91.1% | $5,608-99.3% | $479-91.8% |