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 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $23,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,693 | $58,523-1.4% | $99,443-42.0% | $72,985-21.0% |
| Participation rate | 49.4% | 64.6%-15.2pp | 73.8%-24.4pp | 69.5%-20.1pp |
| Annual return | 14.51% | 28.51%-14.0pp | 30.72%-16.2pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,357 | $1,512-10.3% | $2,540-46.6% | $2,440-44.4% |
| Participant deferral / active EE | $2,043 | $2,606-21.6% | $3,619-43.5% | $3,607-43.4% |
| Admin fee / account holder | $446 | $4,102-89.1% | $6,250-92.9% | $5,124-91.3% |