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 | $25 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,801 | $70,908-50.9% | $98,907-64.8% | $73,488-52.6% |
| Participation rate | 35.9% | 73.8%-37.9pp | 76.0%-40.2pp | 70.7%-34.8pp |
| Annual return | 25.31% | 34.17%-8.9pp | 196.43%-171.1pp | 28.51%-3.2pp |
| Employer contribution / active EE | $765 | $2,036-62.4% | $2,689-71.6% | $2,270-66.3% |
| Participant deferral / active EE | $1,497 | $3,500-57.2% | $4,244-64.7% | $3,740-60.0% |
| Admin fee / account holder | $0 | $535-99.9% | $6,642-100.0% | $513-99.9% |