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 | $350 |
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 | $32,949 | $23,224+41.9% | $71,086-53.6% | $55,725-40.9% |
| Participation rate | 19.6% | 37.9%-18.2pp | 54.7%-35.0pp | 70.9%-51.2pp |
| Annual return | -6.02% | -2.87%-3.2pp | 650.59%-656.6pp | 244.93%-250.9pp |
| Employer contribution / active EE | $204 | $436-53.3% | $1,088-81.3% | $2,078-90.2% |
| Participant deferral / active EE | $604 | $929-35.0% | $1,874-67.8% | $3,356-82.0% |
| Admin fee / account holder | $8 | $118-93.4% | $3,082-99.7% | $115-93.3% |