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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,440 | $79,519-41.6% | $95,952-51.6% | $73,409-36.7% |
| Participation rate | 65.6% | 81.2%-15.6pp | 77.1%-11.5pp | 72.2%-6.6pp |
| Annual return | 27.12% | 19.20%+7.9pp | 91.61%-64.5pp | 59.29%-32.2pp |
| Employer contribution / active EE | $1,240 | $2,048-39.4% | $2,541-51.2% | $2,234-44.5% |
| Participant deferral / active EE | $5,466 | $4,138+32.1% | $4,167+31.2% | $3,805+43.6% |
| Admin fee / account holder | $87 | $184-52.8% | $6,795-98.7% | $158-44.8% |