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 01-0233346 | Recordkeeping | $348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $20,022 | $56,629-64.6% | $77,999-74.3% | $55,167-63.7% |
| Participation rate | 40.5% | 73.3%-32.8pp | 75.5%-35.0pp | 69.0%-28.5pp |
| Annual return | 11.78% | 2866.98%-2855.2pp | 425.96%-414.2pp | 169.23%-157.5pp |
| Employer contribution / active EE | $690 | $1,723-60.0% | $2,470-72.1% | $1,963-64.9% |
| Participant deferral / active EE | $2,095 | $2,777-24.5% | $3,497-40.1% | $3,054-31.4% |
| Admin fee / account holder | $102 | $467-78.1% | $5,480-98.1% | $504-79.7% |