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 | $77,284 |
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 | $40,356 | $37,196+8.5% | $154,107-73.8% | $55,725-27.6% |
| Participation rate | 42.9% | 64.1%-21.2pp | 83.0%-40.1pp | 70.9%-27.9pp |
| Annual return | -4.74% | 1319.68%-1324.4pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $365 | $1,614-77.4% | $5,298-93.1% | $2,078-82.4% |
| Participant deferral / active EE | $1,346 | $2,068-34.9% | $5,081-73.5% | $3,356-59.9% |
| Admin fee / account holder | $0 | $102-99.9% | $13,411-100.0% | $115-99.9% |