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 13 · EIN 42-0127290 | Contract Administrator | $16 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,902 | $61,272-51.2% | $149,673-80.0% | $71,457-58.2% |
| Participation rate | 46.6% | 62.5%-15.9pp | 78.8%-32.2pp | 67.9%-21.4pp |
| Annual return | 9.69% | 35.85%-26.2pp | 134.42%-124.7pp | 28.85%-19.2pp |
| Employer contribution / active EE | $676 | $2,378-71.6% | $4,818-86.0% | $2,588-73.9% |
| Participant deferral / active EE | $822 | $2,917-71.8% | $5,680-85.5% | $4,289-80.8% |
| Admin fee / account holder | $2 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |