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 16-1450952 | Recordkeeping | $17,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,411 | $47,977-28.3% | $154,107-77.7% | $56,287-38.9% |
| Participation rate | 38.9% | 66.2%-27.3pp | 83.0%-44.2pp | 69.9%-31.0pp |
| Annual return | -7.28% | 3.54%-10.8pp | 735.12%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $861 | $2,169-60.3% | $5,298-83.8% | $2,111-59.2% |
| Participant deferral / active EE | $1,450 | $2,392-39.4% | $5,081-71.5% | $3,350-56.7% |
| Admin fee / account holder | $185 | $438-57.8% | $13,411-98.6% | $521-64.5% |