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 15 · EIN 01-0233346 | Recordkeeping | $1,404 |
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 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 | $14,391 | $45,825-68.6% | $90,645-84.1% | $56,287-74.4% |
| Participation rate | 81.3% | 66.7%+14.6pp | 74.0%+7.3pp | 69.9%+11.4pp |
| Annual return | 17.53% | 38.64%-21.1pp | 1.88%+15.6pp | -9.96%+27.5pp |
| Employer contribution / active EE | $742 | $1,372-45.9% | $2,532-70.7% | $2,111-64.8% |
| Participant deferral / active EE | $3,946 | $2,562+54.0% | $3,425+15.2% | $3,350+17.8% |
| Admin fee / account holder | $18 | $413-95.6% | $4,994-99.6% | $521-96.5% |