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 8-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 | $555 |
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).
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 | $20,361 | $55,790-63.5% | $76,817-73.5% | $67,579-69.9% |
| Participation rate | 21.7% | 71.1%-49.3pp | 72.1%-50.3pp | 71.3%-49.5pp |
| Annual return | 31.79% | 64.45%-32.7pp | 1166.11%-1134.3pp | 378.56%-346.8pp |
| Employer contribution / active EE | $789 | $1,810-56.4% | $2,302-65.7% | $2,148-63.3% |
| Participant deferral / active EE | $1,804 | $2,875-37.3% | $3,336-45.9% | $3,539-49.0% |
| Admin fee / account holder | $100 | $159-37.1% | $6,420-98.4% | $142-29.6% |