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 | $27,130 |
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 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 | $34,967 | $39,948-12.5% | $89,391-60.9% | $73,409-52.4% |
| Participation rate | 48.1% | 50.4%-2.3pp | 68.0%-19.9pp | 72.2%-24.1pp |
| Annual return | 29.18% | 50.12%-20.9pp | 245.62%-216.4pp | 59.29%-30.1pp |
| Employer contribution / active EE | $1,139 | $1,200-5.1% | $2,586-56.0% | $2,234-49.0% |
| Participant deferral / active EE | $1,683 | $2,193-23.3% | $3,890-56.7% | $3,805-55.8% |
| Admin fee / account holder | $138 | $134+2.6% | $4,881-97.2% | $158-12.8% |