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 16-1450952 | Recordkeeping | $9,643 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $53,060 | $47,922+10.7% | $75,886-30.1% | $65,185-18.6% |
| Participation rate | 41.3% | 63.0%-21.7pp | 69.3%-28.0pp | 70.2%-28.9pp |
| Annual return | 20.29% | 24.12%-3.8pp | 30.76%-10.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,052 | $1,557-32.4% | $2,500-57.9% | $2,177-51.6% |
| Participant deferral / active EE | $1,914 | $2,550-24.9% | $3,603-46.9% | $3,514-45.5% |
| Admin fee / account holder | $166 | $532-68.7% | $5,418-96.9% | $847-80.4% |