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 64 · EIN 71-0294708 | Recordkeeping Fees | $33,144 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Service code 99 · EIN 61-1495162 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $68,037 | $51,878+31.1% | $68,368-0.5% | $79,634-14.6% |
| Participation rate | 22.8% | 53.7%-30.9pp | 73.8%-51.0pp | 62.5%-39.7pp |
| Annual return | 11.14% | 137.43%-126.3pp | 292.57%-281.4pp | 36.46%-25.3pp |
| Employer contribution / active EE | $1,086 | $1,931-43.8% | $2,649-59.0% | $2,529-57.1% |
| Participant deferral / active EE | $728 | $2,577-71.8% | $4,123-82.3% | $3,835-81.0% |
| Admin fee / account holder | $255 | $942-72.9% | $5,150-95.0% | $1,002-74.6% |