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 13 · EIN 42-0127290 | Contract Administrator | $13,666 |
Filed as: INVESTMENT CENTER INCORPORATED Service code 49 · EIN 22-2699900 | Other Services | $5,618 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $49,773 | $65,365-23.9% | $92,893-46.4% | $72,985-31.8% |
| Participation rate | 26.2% | 68.3%-42.1pp | 76.0%-49.8pp | 69.5%-43.3pp |
| Annual return | 20.99% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $11,397 | $2,594+339.4% | $3,653+212.0% | $2,440+367.1% |
| Participant deferral / active EE | $1,713 | $3,128-45.2% | $4,236-59.6% | $3,607-52.5% |
| Admin fee / account holder | $228 | $4,251-94.6% | $5,794-96.1% | $5,124-95.6% |