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 15 · EIN 35-0145825 | Recordkeeping | $6,303 |
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).
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 | $15,472 | $73,867-79.1% | $143,757-89.2% | $68,494-77.4% |
| Participation rate | 39.0% | 66.7%-27.7pp | 80.3%-41.3pp | 67.9%-28.9pp |
| Annual return | -17.89% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $990 | $3,184-68.9% | $4,951-80.0% | $2,596-61.9% |
| Participant deferral / active EE | $1,627 | $3,384-51.9% | $5,637-71.1% | $4,027-59.6% |
| Admin fee / account holder | $83 | $5,755-98.6% | $14,673-99.4% | $5,403-98.5% |