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 9-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 60 · EIN 04-2647786 | Sub-TA Fees | $1,796 |
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 | $11,069 | $23,224-52.3% | $71,086-84.4% | $55,725-80.1% |
| Participation rate | 9.4% | 37.9%-28.5pp | 54.7%-45.2pp | 70.9%-61.4pp |
| Annual return | 199.63% | -2.87%+202.5pp | 650.59%-451.0pp | 244.93%-45.3pp |
| Employer contribution / active EE | $128 | $436-70.6% | $1,088-88.2% | $2,078-93.8% |
| Participant deferral / active EE | $491 | $929-47.1% | $1,874-73.8% | $3,356-85.4% |
| Admin fee / account holder | $58 | $118-50.9% | $3,082-98.1% | $115-49.7% |