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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,900 |
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 | $30,817 | $63,156-51.2% | $122,332-74.8% | $62,292-50.5% |
| Participation rate | 35.6% | 60.0%-24.5pp | 71.6%-36.1pp | 69.5%-34.0pp |
| Annual return | 16.63% | 20.61%-4.0pp | 30.27%-13.6pp | 28.90%-12.3pp |
| Employer contribution / active EE | $727 | $1,385-47.5% | $4,050-82.1% | $2,042-64.4% |
| Participant deferral / active EE | $1,311 | $2,321-43.5% | $3,287-60.1% | $3,169-58.6% |
| Admin fee / account holder | $23 | $440-94.9% | $5,478-99.6% | $479-95.3% |