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 41-1276678 | Recordkeeping | $7,686 |
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 | $21,376 | $36,916-42.1% | $156,549-86.3% | $57,658-62.9% |
| Participation rate | 68.1% | 63.4%+4.6pp | 84.0%-15.9pp | 70.2%-2.1pp |
| Annual return | 6.94% | 12.38%-5.4pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $889 | $1,571-43.4% | $5,501-83.8% | $1,974-55.0% |
| Participant deferral / active EE | $2,080 | $1,926+8.0% | $4,871-57.3% | $3,061-32.1% |
| Admin fee / account holder | $37 | $82-55.3% | $13,027-99.7% | $95-61.0% |