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 60 · EIN 04-2647786 | Sub-TA Fees | $7,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $18,413 | $43,075-57.3% | $74,583-75.3% | $62,891-70.7% |
| Participation rate | 66.1% | 58.1%+8.0pp | 68.1%-2.0pp | 69.3%-3.2pp |
| Annual return | 14.09% | 17.50%-3.4pp | 20.47%-6.4pp | 20.14%-6.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,684 | $2,389+137.9% | $3,458+64.4% | $3,203+77.4% |
| Admin fee / account holder | $42 | $2,840-98.5% | $4,138-99.0% | $4,296-99.0% |