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 48-1205033 | Recordkeeping | $8,407 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,177 | $49,451+13.6% | $79,550-29.4% | $66,914-16.0% |
| Participation rate | 34.1% | 61.3%-27.2pp | 69.5%-35.3pp | 69.8%-35.7pp |
| Annual return | -20.09% | 84.25%-104.3pp | 0.16%-20.3pp | 1.58%-21.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,566 | $3,159-18.8% | $3,985-35.6% | $4,237-39.4% |
| Admin fee / account holder | $98 | $595-83.5% | $6,832-98.6% | $593-83.5% |