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 | $680 |
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 | $37,604 | $29,369+28.0% | $77,482-51.5% | $73,409-48.8% |
| Participation rate | 16.3% | 37.9%-21.6pp | 54.2%-37.9pp | 72.2%-55.9pp |
| Annual return | 15.04% | 358.15%-343.1pp | 54.79%-39.7pp | 59.29%-44.3pp |
| Employer contribution / active EE | $150 | $406-63.1% | $986-84.8% | $2,234-93.3% |
| Participant deferral / active EE | $449 | $941-52.2% | $1,861-75.9% | $3,805-88.2% |
| Admin fee / account holder | $275 | $123+124.2% | $2,858-90.4% | $158+74.3% |