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 7-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 26 · EIN 42-1445429 | Advisory (Participants) | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,717 | $79,428-63.8% | $106,548-73.0% | $79,386-63.8% |
| Participation rate | 36.9% | 74.1%-37.2pp | 76.1%-39.2pp | 70.7%-33.8pp |
| Annual return | 14.61% | 18.27%-3.7pp | 26.80%-12.2pp | 116.85%-102.2pp |
| Employer contribution / active EE | $741 | $2,234-66.8% | $2,819-73.7% | $2,427-69.5% |
| Participant deferral / active EE | $1,343 | $3,823-64.9% | $4,398-69.5% | $4,046-66.8% |
| Admin fee / account holder | $3 | $523-99.4% | $7,407-100.0% | $626-99.5% |