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 60 · EIN 04-2647786 | Sub-TA Fees | $308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $23,166 | $73,102-68.3% | $123,544-81.2% | $56,287-58.8% |
| Participation rate | 51.0% | 74.3%-23.3pp | 82.3%-31.3pp | 69.9%-18.9pp |
| Annual return | -4.61% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $617 | $2,977-79.3% | $4,628-86.7% | $2,111-70.8% |
| Participant deferral / active EE | $2,844 | $5,423-47.6% | $6,426-55.7% | $3,350-15.1% |
| Admin fee / account holder | $43 | $554-92.3% | $9,284-99.5% | $521-91.8% |