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 6-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 32-0169227 | Recordkeeping | $2,601 |
HILLSPRING FINANCIAL INC4 years Filed as: HILLSPRING FINANCIAL, INC Service code 26 · EIN 87-0511814 | Advisory (Participants) | $1,443 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 14 · EIN 82-1371994 | Plan Administrator | $1,365 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,686 | $55,415-93.3% | $155,509-97.6% | $74,495-95.1% |
| Participation rate | 31.2% | 61.9%-30.7pp | 78.2%-47.0pp | 67.2%-36.0pp |
| Annual return | 24.68% | 268.50%-243.8pp | 64.67%-40.0pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $534 | $2,267-76.4% | $4,672-88.6% | $2,623-79.6% |
| Participant deferral / active EE | $702 | $2,836-75.2% | $5,626-87.5% | $4,346-83.8% |
| Admin fee / account holder | $45 | $1,738-97.4% | $15,912-99.7% | $1,942-97.7% |