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 60 · EIN 04-2647786 | Sub-TA Fees | $4,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,130 | $41,854-13.7% | $73,843-51.1% | $52,331-31.0% |
| Participation rate | 66.1% | 66.2%-0.2pp | 73.4%-7.4pp | 68.1%-2.0pp |
| Annual return | 0.26% | 2.11%-1.9pp | 2267.84%-2267.6pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,155 | $1,920-39.9% | $2,787-58.6% | $1,882-38.6% |
| Participant deferral / active EE | $1,637 | $2,498-34.5% | $3,583-54.3% | $3,022-45.8% |
| Admin fee / account holder | $52 | $493-89.5% | $4,880-98.9% | $592-91.2% |