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 46-4721213 | Advisory (Plan) | $25,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $34,289 | $50,637-32.3% | $86,590-60.4% | $62,292-45.0% |
| Participation rate | 43.3% | 67.9%-24.6pp | 73.5%-30.2pp | 69.5%-26.2pp |
| Annual return | 17.44% | 20.80%-3.4pp | 964.84%-947.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $763 | $2,075-63.2% | $2,839-73.1% | $2,042-62.6% |
| Participant deferral / active EE | $2,073 | $2,611-20.6% | $3,609-42.6% | $3,169-34.6% |
| Admin fee / account holder | $344 | $413-16.8% | $4,906-93.0% | $479-28.2% |