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 13-3689044 | Recordkeeping | $1,199 |
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 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 | $36,986 | $43,423-14.8% | $78,689-53.0% | $55,167-33.0% |
| Participation rate | 42.0% | 68.0%-26.1pp | 73.6%-31.6pp | 69.0%-27.0pp |
| Annual return | 6.45% | 11.53%-5.1pp | 62.18%-55.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $603 | $1,997-69.8% | $2,851-78.9% | $1,963-69.3% |
| Participant deferral / active EE | $2,201 | $2,509-12.2% | $3,517-37.4% | $3,054-27.9% |
| Admin fee / account holder | $63 | $416-84.8% | $4,510-98.6% | $504-87.4% |