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 11 · EIN 13-3343914 SERVICES INC. · ABERDEEN, NJ 07747 | Actuarial | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,183 | $73,823-14.4% | $379,746-83.4% | $73,488-14.0% |
| Participation rate | 47.5% | 73.1%-25.6pp | 78.4%-30.9pp | 70.7%-23.2pp |
| Annual return | 19.25% | 29.06%-9.8pp | 34.90%-15.7pp | 28.51%-9.3pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,992 | $4,038-50.7% | $6,024-66.9% | $3,740-46.7% |
| Admin fee / account holder | $8 | $607-98.6% | $7,927-99.9% | $513-98.4% |