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 27 · EIN 35-2552359 | Advisory (Plan) | $8,431 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,651 | $58,347-25.2% | $85,682-49.1% | $86,799-49.7% |
| Participation rate | 38.4% | 64.9%-26.5pp | 69.9%-31.5pp | 72.3%-33.9pp |
| Annual return | 10.44% | 18.43%-8.0pp | 21.49%-11.0pp | 97.91%-87.5pp |
| Employer contribution / active EE | $357 | $1,751-79.6% | $2,618-86.4% | $2,405-85.2% |
| Participant deferral / active EE | $1,762 | $3,065-42.5% | $3,923-55.1% | $4,131-57.3% |
| Admin fee / account holder | $229 | $147+55.3% | $6,873-96.7% | $170+35.0% |