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 | $1,490 |
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 | $24,459 | $80,724-69.7% | $103,333-76.3% | $74,495-67.2% |
| Participation rate | 91.4% | 65.7%+25.7pp | 74.5%+16.9pp | 67.2%+24.2pp |
| Annual return | 15.33% | 27.56%-12.2pp | 24.88%-9.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,719 | $3,157-45.6% | $3,868-55.6% | $2,623-34.5% |
| Participant deferral / active EE | $4,220 | $3,860+9.3% | $5,057-16.6% | $4,346-2.9% |
| Admin fee / account holder | $171 | $2,368-92.8% | $8,355-97.9% | $1,942-91.2% |