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 | $1,195 |
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 | $25,812 | $75,284-65.7% | $91,001-71.6% | $69,631-62.9% |
| Participation rate | 35.5% | 80.4%-44.9pp | 75.6%-40.1pp | 70.7%-35.2pp |
| Annual return | 20.70% | 48.40%-27.7pp | 4.60%+16.1pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $720 | $2,473-70.9% | $2,456-70.7% | $2,032-64.6% |
| Participant deferral / active EE | $2,015 | $3,700-45.5% | $3,547-43.2% | $3,224-37.5% |
| Admin fee / account holder | $146 | $111+32.3% | $5,417-97.3% | $110+32.5% |