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 9-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 | $288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,583 | $51,769-60.2% | $57,343-64.1% | $52,331-60.7% |
| Participation rate | 57.5% | 75.2%-17.7pp | 75.1%-17.6pp | 68.1%-10.6pp |
| Annual return | 5.18% | 2.43%+2.8pp | 24.39%-19.2pp | 4.54%+0.6pp |
| Employer contribution / active EE | $828 | $2,335-64.5% | $2,689-69.2% | $1,882-56.0% |
| Participant deferral / active EE | $1,283 | $2,794-54.1% | $3,162-59.4% | $3,022-57.5% |
| Admin fee / account holder | $23 | $295-92.1% | $3,356-99.3% | $592-96.0% |