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 5-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 16-1450952 | Recordkeeping | $11,440 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,446 | $37,393-88.1% | $77,024-94.2% | $66,914-93.4% |
| Participation rate | 93.4% | 52.9%+40.5pp | 67.9%+25.5pp | 69.8%+23.6pp |
| Annual return | -21.20% | -3.29%-17.9pp | 42.32%-63.5pp | 1.58%-22.8pp |
| Employer contribution / active EE | $1,397 | $1,531-8.7% | $2,812-50.3% | $2,544-45.1% |
| Participant deferral / active EE | $2,610 | $2,617-0.3% | $4,426-41.0% | $4,237-38.4% |
| Admin fee / account holder | $67 | $567-88.2% | $5,425-98.8% | $593-88.8% |