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) | $450 |
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 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 | $5,743 | $26,479-78.3% | $74,701-92.3% | $77,787-92.6% |
| Participation rate | 6.4% | 37.6%-31.3pp | 54.5%-48.1pp | 73.2%-66.9pp |
| Annual return | 177.70% | 38.31%+139.4pp | 752.92%-575.2pp | 32.57%+145.1pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $145 | $1,074-86.5% | $1,964-92.6% | $3,967-96.3% |
| Admin fee / account holder | $5 | $119-95.4% | $3,333-99.8% | $100-94.6% |