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 | $375 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,518 | $25,302+48.3% | $74,701-49.8% | $67,579-44.5% |
| Participation rate | 17.0% | 37.8%-20.8pp | 54.5%-37.5pp | 71.3%-54.3pp |
| Annual return | 20.22% | 10291.17%-10270.9pp | 752.92%-732.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $163 | $446-63.5% | $1,084-85.0% | $2,148-92.4% |
| Participant deferral / active EE | $513 | $954-46.2% | $1,964-73.9% | $3,539-85.5% |
| Admin fee / account holder | $192 | $108+78.2% | $3,333-94.2% | $142+34.8% |