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 | $1,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,435 | $43,423-11.5% | $78,689-51.2% | $55,167-30.3% |
| Participation rate | 65.0% | 68.0%-3.1pp | 73.6%-8.6pp | 69.0%-4.0pp |
| Annual return | 3.36% | 11.53%-8.2pp | 62.18%-58.8pp | 169.23%-165.9pp |
| Employer contribution / active EE | $1,168 | $1,997-41.5% | $2,851-59.0% | $1,963-40.5% |
| Participant deferral / active EE | $1,791 | $2,509-28.6% | $3,517-49.1% | $3,054-41.3% |
| Admin fee / account holder | $21 | $416-94.9% | $4,510-99.5% | $504-95.8% |