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 15 · EIN 01-0233346 | Recordkeeping | $18,691 |
POLLARD & ASSOCIATES, INC.3 years Service code 37 · EIN 52-0909772 | Loan Processing | $12,071 |
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).
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 | $10,290 | $62,928-83.6% | $172,739-94.0% | $67,579-84.8% |
| Participation rate | 32.6% | 64.5%-31.9pp | 82.6%-50.1pp | 71.3%-38.7pp |
| Annual return | 16.66% | 30.36%-13.7pp | 802.84%-786.2pp | 378.56%-361.9pp |
| Employer contribution / active EE | $394 | $1,636-75.9% | $5,143-92.3% | $2,148-81.7% |
| Participant deferral / active EE | $467 | $2,145-78.2% | $5,198-91.0% | $3,539-86.8% |
| Admin fee / account holder | $186 | $167+11.9% | $13,954-98.7% | $142+31.0% |