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 15 · EIN 01-0233346 | Recordkeeping | $300 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,196 | $59,263-67.6% | $96,562-80.1% | $79,386-75.8% |
| Participation rate | 64.3% | 61.9%+2.4pp | 69.8%-5.5pp | 70.7%-6.4pp |
| Annual return | 18.01% | 27.07%-9.1pp | 37.78%-19.8pp | 116.85%-98.8pp |
| Employer contribution / active EE | $1,501 | $1,216+23.5% | $2,356-36.3% | $2,427-38.2% |
| Participant deferral / active EE | $2,250 | $2,948-23.7% | $3,849-41.5% | $4,046-44.4% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |