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 | $810 |
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).
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 | $41,734 | $69,823-40.2% | $77,163-45.9% | $74,419-43.9% |
| Participation rate | 26.2% | 70.0%-43.8pp | 69.6%-43.3pp | 70.7%-44.5pp |
| Annual return | 22.29% | 19.98%+2.3pp | 37.87%-15.6pp | 34.38%-12.1pp |
| Employer contribution / active EE | $1,374 | $2,150-36.1% | $2,535-45.8% | $2,637-47.9% |
| Participant deferral / active EE | $2,404 | $3,558-32.4% | $3,833-37.3% | $4,528-46.9% |
| Admin fee / account holder | $150 | $398-62.3% | $5,472-97.3% | $348-57.0% |