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 13 · EIN 42-0127290 | Contract Administrator | $8,386 |
Service code 49 · EIN 41-0973005 | Other Services | $5,321 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,624 | $49,451-64.4% | $79,550-77.8% | $66,914-73.7% |
| Participation rate | 40.8% | 61.3%-20.5pp | 69.5%-28.7pp | 69.8%-29.0pp |
| Annual return | -16.72% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $741 | $1,266-41.5% | $2,413-69.3% | $2,544-70.9% |
| Participant deferral / active EE | $1,319 | $3,159-58.2% | $3,985-66.9% | $4,237-68.9% |
| Admin fee / account holder | $78 | $595-86.8% | $6,832-98.9% | $593-86.8% |