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 |
|---|---|---|
POLLARD & ASSOCIATES, INC.4 years Service code 37 · EIN 52-0909772 | Loan Processing | $9,889 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,514 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,584 | $52,293-72.1% | $178,490-91.8% | $73,409-80.1% |
| Participation rate | 29.9% | 65.3%-35.4pp | 81.9%-52.0pp | 72.2%-42.3pp |
| Annual return | 13.67% | 34.75%-21.1pp | 151.07%-137.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $435 | $1,735-74.9% | $5,011-91.3% | $2,234-80.5% |
| Participant deferral / active EE | $479 | $2,332-79.5% | $5,202-90.8% | $3,805-87.4% |
| Admin fee / account holder | $208 | $127+63.3% | $13,984-98.5% | $158+31.7% |