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 15 · EIN 65-0608221 | Recordkeeping | $10,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,970 | $51,244-55.2% | $80,975-71.6% | $55,167-58.4% |
| Participation rate | 68.9% | 71.7%-2.8pp | 75.8%-6.9pp | 69.0%-0.1pp |
| Annual return | 24.01% | 17.39%+6.6pp | 17.10%+6.9pp | 169.23%-145.2pp |
| Employer contribution / active EE | $2,862 | $1,770+61.7% | $3,714-22.9% | $1,963+45.9% |
| Participant deferral / active EE | $5,415 | $4,418+22.6% | $5,696-4.9% | $3,054+77.3% |
| Admin fee / account holder | $85 | $398-78.6% | $5,516-98.5% | $504-83.1% |