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 06-1050034 | Recordkeeping | $300 |
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 | $60,139 | $54,320+10.7% | $67,652-11.1% | $52,331+14.9% |
| Participation rate | 46.3% | 73.6%-27.3pp | 75.7%-29.4pp | 68.1%-21.8pp |
| Annual return | -0.03% | 6.81%-6.8pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,733 | $2,950-41.3% | $3,560-51.3% | $3,022-42.7% |
| Admin fee / account holder | $4 | $527-99.3% | $4,821-99.9% | $592-99.4% |