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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,957 | $44,642-12.7% | $91,220-57.3% | $66,914-41.8% |
| Participation rate | 29.9% | 64.9%-35.0pp | 73.2%-43.3pp | 69.8%-39.9pp |
| Annual return | -8.02% | -12.29%+4.3pp | 114.01%-122.0pp | 1.58%-9.6pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,816 | $3,349+14.0% | $4,234-9.9% | $4,237-9.9% |
| Admin fee / account holder | $43 | $521-91.8% | $5,420-99.2% | $593-92.8% |