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 7-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 38 · EIN 35-0145825 | Participant Communication | $5,252 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,166 | $95,416-87.2% | $185,823-93.5% | $85,850-85.8% |
| Participation rate | 42.1% | 68.8%-26.7pp | 81.7%-39.6pp | 69.3%-27.2pp |
| Annual return | 15.62% | 23.59%-8.0pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $945 | $3,314-71.5% | $5,167-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $1,535 | $3,423-55.2% | $5,568-72.4% | $3,952-61.1% |
| Admin fee / account holder | $64 | $7,213-99.1% | $16,237-99.6% | $6,260-99.0% |