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 35-0145825 | Recordkeeping | $2,233 |
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 | $18,179 | $55,453-67.2% | $170,442-89.3% | $62,292-70.8% |
| Participation rate | 38.7% | 66.4%-27.7pp | 83.6%-44.9pp | 69.5%-30.8pp |
| Annual return | 27.47% | 21.38%+6.1pp | 205.93%-178.5pp | 28.90%-1.4pp |
| Employer contribution / active EE | $387 | $2,164-82.1% | $5,433-92.9% | $2,042-81.0% |
| Participant deferral / active EE | $920 | $2,303-60.0% | $4,939-81.4% | $3,169-71.0% |
| Admin fee / account holder | $25 | $455-94.4% | $13,880-99.8% | $479-94.7% |