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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $9,783 | $47,922-79.6% | $75,886-87.1% | $65,185-85.0% |
| Participation rate | 48.5% | 63.0%-14.5pp | 69.3%-20.7pp | 70.2%-21.7pp |
| Annual return | 25.93% | 24.12%+1.8pp | 30.76%-4.8pp | 29.38%-3.5pp |
| Employer contribution / active EE | $345 | $1,557-77.9% | $2,500-86.2% | $2,177-84.2% |
| Participant deferral / active EE | $776 | $2,550-69.6% | $3,603-78.5% | $3,514-77.9% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |