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 9-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 | $12,543 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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).
Adverse opinion. The financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,630 | $51,197-79.2% | $82,719-87.1% | $66,914-84.1% |
| Participation rate | 67.7% | 67.8%-0.1pp | 72.6%-4.8pp | 69.8%-2.1pp |
| Annual return | -15.20% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $593 | $2,611-77.3% | $3,009-80.3% | $2,544-76.7% |
| Participant deferral / active EE | $847 | $3,458-75.5% | $4,395-80.7% | $4,237-80.0% |
| Admin fee / account holder | $117 | $416-71.8% | $5,329-97.8% | $593-80.2% |