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 | $933 |
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.
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 | $37,663 | $74,552-49.5% | $62,995-40.2% | $69,631-45.9% |
| Participation rate | 23.1% | 78.3%-55.1pp | 74.8%-51.7pp | 70.7%-47.5pp |
| Annual return | 13.22% | 15.77%-2.5pp | 87.57%-74.3pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $607 | $2,974-79.6% | $3,329-81.8% | $3,224-81.2% |
| Admin fee / account holder | $287 | $59+383.5% | $3,600-92.0% | $110+160.1% |