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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,219 | $45,000-50.6% | $143,757-84.5% | $77,904-71.5% |
| Participation rate | 1.7% | 66.8%-65.1pp | 80.3%-78.6pp | 73.7%-72.0pp |
| Annual return | 10.11% | 29.03%-18.9pp | -0.04%+10.2pp | 12.21%-2.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $128 | $3,157-96.0% | $5,637-97.7% | $4,806-97.3% |
| Admin fee / account holder | $75 | $98-24.0% | $14,673-99.5% | $133-43.6% |