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 7-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 01-0233346 | Recordkeeping | $517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,853 | $100,801-70.4% | $149,696-80.1% | $73,409-59.3% |
| Participation rate | 24.3% | 77.7%-53.4pp | 82.5%-58.2pp | 72.2%-47.9pp |
| Annual return | 36.86% | 265.34%-228.5pp | 276.60%-239.7pp | 59.29%-22.4pp |
| Employer contribution / active EE | $742 | $3,312-77.6% | $4,644-84.0% | $2,234-66.8% |
| Participant deferral / active EE | $1,308 | $6,404-79.6% | $6,842-80.9% | $3,805-65.6% |
| Admin fee / account holder | $16 | $181-91.4% | $9,309-99.8% | $158-90.1% |