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 13 · EIN 35-0457540 | Contract Administrator | $0 |
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 | $41,933 | $48,576-13.7% | $169,463-75.3% | $56,287-25.5% |
| Participation rate | 49.3% | 65.8%-16.5pp | 77.8%-28.4pp | 69.9%-20.5pp |
| Annual return | -1.73% | -2.51%+0.8pp | 1.83%-3.6pp | -9.96%+8.2pp |
| Employer contribution / active EE | $424 | $1,559-72.8% | $4,159-89.8% | $2,111-79.9% |
| Participant deferral / active EE | $3,798 | $3,275+16.0% | $5,277-28.0% | $3,350+13.4% |
| Admin fee / account holder | $47 | $435-89.2% | $9,109-99.5% | $521-91.0% |