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 37 · EIN 04-2647786 | Loan Processing | $900 |
UBS FINANCIAL SERVICES INC2+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,111 | $52,884-35.5% | $84,750-59.8% | $55,167-38.2% |
| Participation rate | 92.7% | 67.5%+25.2pp | 76.6%+16.1pp | 69.0%+23.7pp |
| Annual return | 13.26% | 18.03%-4.8pp | 22.78%-9.5pp | 169.23%-156.0pp |
| Employer contribution / active EE | $882 | $2,233-60.5% | $3,574-75.3% | $1,963-55.0% |
| Participant deferral / active EE | $3,126 | $2,644+18.3% | $3,712-15.8% | $3,054+2.4% |
| Admin fee / account holder | $8 | $581-98.7% | $5,332-99.9% | $504-98.4% |