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 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,533 | $44,473-78.6% | $76,523-87.5% | $55,725-82.9% |
| Participation rate | 76.1% | 51.0%+25.1pp | 68.0%+8.1pp | 70.9%+5.3pp |
| Annual return | 2.86% | -2.01%+4.9pp | -0.27%+3.1pp | 244.93%-242.1pp |
| Employer contribution / active EE | $376 | $1,101-65.8% | $2,647-85.8% | $2,078-81.9% |
| Participant deferral / active EE | $1,901 | $1,988-4.3% | $3,835-50.4% | $3,356-43.3% |
| Admin fee / account holder | $43 | $134-67.7% | $4,848-99.1% | $115-62.4% |