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 9-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 | $599 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,837 | $95,274-66.6% | $135,903-76.6% | $74,419-57.2% |
| Participation rate | 4.5% | 78.2%-73.7pp | 81.9%-77.4pp | 70.7%-66.2pp |
| Annual return | 20.60% | 32.77%-12.2pp | 68.23%-47.6pp | 34.38%-13.8pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $502 | $7,782-93.5% | $7,758-93.5% | $4,528-88.9% |
| Admin fee / account holder | $62 | $266-76.7% | $10,762-99.4% | $348-82.1% |