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 15 · EIN 01-0233346 | Recordkeeping | $212 |
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).
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 | $18,177 | $44,873-59.5% | $79,464-77.1% | $56,287-67.7% |
| Participation rate | 38.2% | 68.7%-30.5pp | 73.3%-35.1pp | 69.9%-31.6pp |
| Annual return | -9.13% | 0.81%-9.9pp | 718.14%-727.3pp | -9.96%+0.8pp |
| Employer contribution / active EE | $945 | $2,140-55.8% | $2,800-66.2% | $2,111-55.2% |
| Participant deferral / active EE | $1,576 | $2,746-42.6% | $3,704-57.4% | $3,350-52.9% |
| Admin fee / account holder | $113 | $418-72.9% | $5,113-97.8% | $521-78.3% |