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 14 · EIN 34-1781113 | Plan Administrator | $12,952 |
HD DAVIS CPAS, LLC1 year Filed as: SCHROEDEL SCULLIN & BESTIC, LLC Service code 10 · EIN 45-2908935 | Accounting | $11,741 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,785 | $73,638-73.1% | $95,952-79.4% | $73,488-73.1% |
| Participation rate | 70.2% | 76.2%-5.9pp | 77.1%-6.8pp | 70.7%-0.5pp |
| Annual return | 15.40% | 16.78%-1.4pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $969 | $1,863-48.0% | $2,541-61.9% | $2,270-57.3% |
| Participant deferral / active EE | $1,863 | $3,617-48.5% | $4,167-55.3% | $3,740-50.2% |
| Admin fee / account holder | $169 | $482-64.9% | $6,795-97.5% | $513-67.0% |