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 99 · EIN 04-2675571 | Other Fees | $5,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,851 | $53,901+74.1% | $134,143-30.0% | $73,488+27.7% |
| Participation rate | 11.8% | 62.8%-51.0pp | 72.2%-60.4pp | 70.7%-58.9pp |
| Annual return | 40.73% | 15.82%+24.9pp | 36.33%+4.4pp | 28.51%+12.2pp |
| Employer contribution / active EE | $527 | $1,458-63.9% | $3,704-85.8% | $2,270-76.8% |
| Participant deferral / active EE | $866 | $2,739-68.4% | $3,499-75.2% | $3,740-76.8% |
| Admin fee / account holder | $10 | $581-98.3% | $6,684-99.9% | $513-98.1% |