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 15 · EIN 01-0233346 | Recordkeeping | $280 |
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 | $37,014 | $63,114-41.4% | $92,893-60.2% | $65,185-43.2% |
| Participation rate | 49.7% | 68.8%-19.1pp | 76.0%-26.3pp | 70.2%-20.5pp |
| Annual return | 21.94% | 28.75%-6.8pp | 109.41%-87.5pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,080 | $2,571-58.0% | $3,653-70.4% | $2,177-50.4% |
| Participant deferral / active EE | $1,739 | $3,108-44.1% | $4,236-59.0% | $3,514-50.5% |
| Admin fee / account holder | $269 | $624-56.9% | $5,794-95.4% | $847-68.3% |