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 26 · EIN 71-0294708 | Advisory (Participants) | $2,569 |
BENEFITS, INC.3+ years Service code 22 · EIN 39-1458932 | Insurance Broker | $1,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,959 | $50,637-54.7% | $86,590-73.5% | $62,292-63.1% |
| Participation rate | 62.1% | 67.9%-5.8pp | 73.5%-11.4pp | 69.5%-7.4pp |
| Annual return | 17.41% | 20.80%-3.4pp | 964.84%-947.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $151 | $2,075-92.7% | $2,839-94.7% | $2,042-92.6% |
| Participant deferral / active EE | $2,041 | $2,611-21.8% | $3,609-43.4% | $3,169-35.6% |
| Admin fee / account holder | $34 | $413-91.8% | $4,906-99.3% | $479-92.9% |