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 | $61,058+11.4% | $71,209-4.5% | $85,563-20.5% |
| Participation rate | 22.8% | 58.6%-35.8pp | 73.8%-51.0pp | 66.0%-43.2pp |
| Annual return | 11.14% | 100.41%-89.3pp | 282.51%-271.4pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,086 | $2,199-50.6% | $2,721-60.1% | $2,654-59.1% |
| Participant deferral / active EE | $728 | $3,173-77.1% | $4,175-82.6% | $4,375-83.4% |
| Admin fee / account holder | $255 | $855-70.2% | $5,349-95.2% | $834-69.4% |