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 8-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 31-0233346 | Recordkeeping | $908 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,105 | $76,670-75.1% | $96,683-80.2% | $71,457-73.3% |
| Participation rate | 88.0% | 66.6%+21.4pp | 74.3%+13.6pp | 67.9%+20.1pp |
| Annual return | 19.66% | 48.29%-28.6pp | 35.69%-16.0pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,382 | $3,031-54.4% | $3,737-63.0% | $2,588-46.6% |
| Participant deferral / active EE | $3,191 | $3,771-15.4% | $4,878-34.6% | $4,289-25.6% |
| Admin fee / account holder | $126 | $2,028-93.8% | $6,730-98.1% | $1,587-92.0% |