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 3-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $9,677 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,270 | $29,548-88.9% | $56,411-94.2% | $77,643-95.8% |
| Participation rate | 36.1% | 32.7%+3.4pp | 52.5%-16.4pp | 70.6%-34.5pp |
| Annual return | 13.17% | 19.01%-5.8pp | 1701.33%-1688.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $103 | $568-81.8% | $1,039-90.1% | $2,726-96.2% |
| Participant deferral / active EE | $466 | $1,061-56.1% | $1,952-76.1% | $4,647-90.0% |
| Admin fee / account holder | $59 | $1,046-94.3% | $2,829-97.9% | $430-86.2% |