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 |
|---|---|---|
STOWE & DEGON, LLC1 year Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $13,050 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,134 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,309 | $59,097-41.9% | $82,389-58.4% | $74,304-53.8% |
| Participation rate | 98.4% | 52.8%+45.7pp | 69.5%+28.9pp | 60.3%+38.1pp |
| Annual return | 17.74% | 22.85%-5.1pp | 28.67%-10.9pp | 29.43%-11.7pp |
| Employer contribution / active EE | $5,621 | $1,601+251.2% | $2,517+123.3% | $2,241+150.8% |
| Participant deferral / active EE | $2,135 | $2,775-23.1% | $4,155-48.6% | $3,767-43.3% |
| Admin fee / account holder | $130 | $4,489-97.1% | $7,231-98.2% | $2,969-95.6% |