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 35-0145825 | Recordkeeping | $15,217 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,987 | $55,415-58.5% | $155,509-85.2% | $74,495-69.1% |
| Participation rate | 27.8% | 61.9%-34.1pp | 78.2%-50.4pp | 67.2%-39.4pp |
| Annual return | 11.82% | 268.50%-256.7pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $613 | $2,267-73.0% | $4,672-86.9% | $2,623-76.6% |
| Participant deferral / active EE | $2,071 | $2,836-27.0% | $5,626-63.2% | $4,346-52.4% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |