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 | $325 |
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 | $32,908 | $28,416+15.8% | $73,545-55.3% | $69,631-52.7% |
| Participation rate | 26.9% | 38.3%-11.4pp | 54.9%-28.0pp | 70.7%-43.7pp |
| Annual return | 14.79% | -694.13%+708.9pp | -15.16%+30.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $225 | $430-47.7% | $1,219-81.5% | $2,032-88.9% |
| Participant deferral / active EE | $626 | $897-30.2% | $1,806-65.3% | $3,224-80.6% |
| Admin fee / account holder | $6 | $104-94.1% | $2,320-99.7% | $110-94.5% |