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 64 · EIN 71-0294708 | Recordkeeping Fees | $800 |
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 | $36,620 | $50,464-27.4% | $75,781-51.7% | $52,331-30.0% |
| Participation rate | 42.7% | 66.8%-24.1pp | 75.8%-33.1pp | 68.1%-25.4pp |
| Annual return | 0.88% | 1.03%-0.1pp | 9.68%-8.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,400 | $2,570-45.5% | $3,651-61.6% | $3,022-53.7% |
| Admin fee / account holder | $6 | $1,103-99.4% | $5,299-99.9% | $592-99.0% |