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 | $1,524 |
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).
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 | $47,952 | $89,652-46.5% | $141,162-66.0% | $65,185-26.4% |
| Participation rate | 62.3% | 74.7%-12.4pp | 82.5%-20.2pp | 70.2%-7.9pp |
| Annual return | 20.62% | 32.79%-12.2pp | 71.39%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $811 | $3,065-73.5% | $4,735-82.9% | $2,177-62.7% |
| Participant deferral / active EE | $3,743 | $5,691-34.2% | $6,709-44.2% | $3,514+6.5% |
| Admin fee / account holder | $36 | $569-93.6% | $10,261-99.6% | $847-95.7% |