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 10 · EIN 62-1110839 | Accounting | $5,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,970 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,465 | $65,376-54.9% | $87,100-66.2% | $65,185-54.8% |
| Participation rate | 80.8% | 75.3%+5.5pp | 76.9%+3.9pp | 70.2%+10.6pp |
| Annual return | 21.37% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,620 | $1,822+98.7% | $2,521+43.6% | $2,177+66.3% |
| Participant deferral / active EE | $780 | $3,388-77.0% | $4,049-80.7% | $3,514-77.8% |
| Admin fee / account holder | $46 | $520-91.1% | $7,497-99.4% | $847-94.6% |