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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,486 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $29,091 | $75,183-61.3% | $123,892-76.5% | $55,167-47.3% |
| Participation rate | 65.2% | 72.8%-7.7pp | 81.4%-16.2pp | 69.0%-3.8pp |
| Annual return | 41.92% | 19.01%+22.9pp | 47.52%-5.6pp | 169.23%-127.3pp |
| Employer contribution / active EE | $1,904 | $2,823-32.6% | $4,617-58.8% | $1,963-3.0% |
| Participant deferral / active EE | $3,826 | $5,084-24.8% | $5,984-36.1% | $3,054+25.3% |
| Admin fee / account holder | $72 | $663-89.1% | $8,357-99.1% | $504-85.6% |