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 8-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 | $419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $22,638 | $58,879-61.6% | $178,490-87.3% | $73,488-69.2% |
| Participation rate | 32.2% | 66.2%-34.1pp | 81.9%-49.8pp | 70.7%-38.5pp |
| Annual return | 15.42% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $536 | $2,236-76.0% | $5,011-89.3% | $2,270-76.4% |
| Participant deferral / active EE | $1,039 | $2,567-59.5% | $5,202-80.0% | $3,740-72.2% |
| Admin fee / account holder | $300 | $400-25.0% | $13,984-97.9% | $513-41.4% |