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 | $7,992 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,064 | $63,442-68.4% | $68,791-70.8% | $66,914-70.0% |
| Participation rate | 26.7% | 60.0%-33.2pp | 69.0%-42.3pp | 69.8%-43.1pp |
| Annual return | -17.61% | -8.29%-9.3pp | -6.38%-11.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $413 | $1,775-76.7% | $2,655-84.4% | $2,544-83.8% |
| Participant deferral / active EE | $1,667 | $2,945-43.4% | $3,941-57.7% | $4,237-60.7% |
| Admin fee / account holder | $22 | $577-96.1% | $4,932-99.5% | $593-96.2% |