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 26 · EIN 04-2675571 | Advisory (Participants) | $5,670 |
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 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 | $29,604 | $65,557-54.8% | $105,738-72.0% | $56,287-47.4% |
| Participation rate | 60.9% | 63.4%-2.5pp | 76.3%-15.4pp | 69.9%-8.9pp |
| Annual return | -8.69% | -1.32%-7.4pp | 6.27%-15.0pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,110 | $1,788-37.9% | $3,268-66.1% | $2,111-47.4% |
| Participant deferral / active EE | $1,506 | $2,418-37.7% | $4,080-63.1% | $3,350-55.0% |
| Admin fee / account holder | $0 | $561-100.0% | $6,913-100.0% | $521-100.0% |