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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $7,496 | $78,419-90.4% | $133,956-94.4% | $73,409-89.8% |
| Participation rate | 68.2% | 78.6%-10.4pp | 79.8%-11.6pp | 72.2%-3.9pp |
| Annual return | 16.17% | 33.35%-17.2pp | 45.09%-28.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $790 | $2,044-61.4% | $3,919-79.8% | $2,234-64.6% |
| Participant deferral / active EE | $1,480 | $3,925-62.3% | $5,048-70.7% | $3,805-61.1% |
| Admin fee / account holder | $90 | $161-44.3% | $8,927-99.0% | $158-43.1% |