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 8-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 48-1205033 | Recordkeeping | $22,822 |
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).
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 | $25,342 | $40,522-37.5% | $84,611-70.0% | $67,579-62.5% |
| Participation rate | 48.9% | 51.1%-2.2pp | 68.2%-19.3pp | 71.3%-22.4pp |
| Annual return | 22.64% | 32.72%-10.1pp | 258.74%-236.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $904 | $1,146-21.2% | $2,652-65.9% | $2,148-57.9% |
| Participant deferral / active EE | $1,902 | $2,132-10.8% | $3,899-51.2% | $3,539-46.3% |
| Admin fee / account holder | $109 | $145-25.0% | $4,912-97.8% | $142-23.4% |