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 27 · EIN 61-1758632 | Advisory (Plan) | $34,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,936 | $99,957-37.0% | $149,696-58.0% | $73,488-14.4% |
| Participation rate | 90.1% | 75.7%+14.4pp | 82.5%+7.6pp | 70.7%+19.4pp |
| Annual return | 24.33% | 53.87%-29.5pp | 276.60%-252.3pp | 28.51%-4.2pp |
| Employer contribution / active EE | $1,290 | $3,191-59.6% | $4,644-72.2% | $2,270-43.2% |
| Participant deferral / active EE | $13,502 | $6,073+122.3% | $6,842+97.3% | $3,740+261.1% |
| Admin fee / account holder | $345 | $551-37.4% | $9,309-96.3% | $513-32.8% |