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 15 · EIN 13-3646501 | Recordkeeping | $1,128 |
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 | $35,879 | $80,753-55.6% | $136,294-73.7% | $62,292-42.4% |
| Participation rate | 72.4% | 73.5%-1.1pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 16.70% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $522 | $2,884-81.9% | $4,695-88.9% | $2,042-74.4% |
| Participant deferral / active EE | $3,113 | $5,164-39.7% | $6,247-50.2% | $3,169-1.8% |
| Admin fee / account holder | $48 | $525-90.9% | $9,243-99.5% | $479-90.1% |