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 35-0145825 | Recordkeeping | $11,153 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $4,618 | $25,165-81.6% | $73,545-93.7% | $77,958-94.1% |
| Participation rate | 21.9% | 36.6%-14.7pp | 54.9%-33.0pp | 71.6%-49.7pp |
| Annual return | 16.26% | 18.12%-1.9pp | -15.16%+31.4pp | 20.87%-4.6pp |
| Employer contribution / active EE | $44 | $395-88.9% | $1,219-96.4% | $2,310-98.1% |
| Participant deferral / active EE | $83 | $898-90.7% | $1,806-95.4% | $3,537-97.6% |
| Admin fee / account holder | $18 | $76-75.9% | $2,320-99.2% | $97-81.3% |