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 04-2647786 | Recordkeeping Fees | $100 |
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 | $35,740 | $39,245-8.9% | $64,105-44.2% | $52,331-31.7% |
| Participation rate | 49.1% | 58.2%-9.1pp | 68.2%-19.1pp | 68.1%-19.0pp |
| Annual return | 0.01% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,465 | $736+98.9% | $1,820-19.5% | $1,882-22.2% |
| Participant deferral / active EE | $3,223 | $1,992+61.8% | $2,822+14.2% | $3,022+6.7% |
| Admin fee / account holder | $5 | $592-99.1% | $4,499-99.9% | $592-99.1% |