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 | $7,086 |
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).
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 | $11,849 | $50,385-76.5% | $75,670-84.3% | $62,292-81.0% |
| Participation rate | 34.1% | 67.7%-33.6pp | 72.3%-38.2pp | 69.5%-35.4pp |
| Annual return | 33.89% | 19.90%+14.0pp | 27.34%+6.6pp | 28.90%+5.0pp |
| Employer contribution / active EE | $493 | $1,537-67.9% | $2,352-79.0% | $2,042-75.8% |
| Participant deferral / active EE | $819 | $2,445-66.5% | $3,142-73.9% | $3,169-74.1% |
| Admin fee / account holder | $3 | $384-99.1% | $5,800-99.9% | $479-99.3% |