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 62-1038805 | Recordkeeping | $7,208 |
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 | $54,880 | $52,953+3.6% | $172,739-68.2% | $65,185-15.8% |
| Participation rate | 47.3% | 66.2%-18.9pp | 82.6%-35.4pp | 70.2%-22.9pp |
| Annual return | 18.26% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.1pp |
| Employer contribution / active EE | $205 | $2,190-90.6% | $5,143-96.0% | $2,177-90.6% |
| Participant deferral / active EE | $1,571 | $2,471-36.4% | $5,198-69.8% | $3,514-55.3% |
| Admin fee / account holder | $81 | $472-82.8% | $13,954-99.4% | $847-90.4% |