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 |
|---|---|---|
NAWN & COMPANY, CPA'S, LTD1+ years Service code 10 · EIN 23-2927048 | Accounting | $4,700 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $4,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $58,189 | $46,360+25.5% | $147,614-60.6% | $52,331+11.2% |
| Participation rate | 39.4% | 64.9%-25.6pp | 84.6%-45.3pp | 68.1%-28.7pp |
| Annual return | 0.82% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $127 | $2,126-94.0% | $5,564-97.7% | $1,882-93.3% |
| Participant deferral / active EE | $1,233 | $2,258-45.4% | $4,895-74.8% | $3,022-59.2% |
| Admin fee / account holder | $129 | $766-83.2% | $11,611-98.9% | $592-78.2% |