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 | $559 |
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 | $28,932 | $61,473-52.9% | $81,930-64.7% | $73,409-60.6% |
| Participation rate | 25.6% | 72.4%-46.8pp | 72.0%-46.4pp | 72.2%-46.6pp |
| Annual return | 26.71% | 28.26%-1.6pp | 29.49%-2.8pp | 59.29%-32.6pp |
| Employer contribution / active EE | $981 | $1,898-48.3% | $4,310-77.2% | $2,234-56.1% |
| Participant deferral / active EE | $1,918 | $3,080-37.7% | $7,107-73.0% | $3,805-49.6% |
| Admin fee / account holder | $110 | $125-12.4% | $5,158-97.9% | $158-30.4% |