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 | $20,855 |
LEGACY ADVISORS LLC1 year Service code 26 | Advisory (Participants) | $6,377 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 15 | Recordkeeping | $6,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,550 | $51,466-56.2% | $78,778-71.4% | $62,292-63.8% |
| Participation rate | 82.8% | 59.8%+23.0pp | 69.2%+13.6pp | 69.5%+13.3pp |
| Annual return | 12.67% | 19.96%-7.3pp | 35.62%-22.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $332 | $827-59.8% | $1,986-83.3% | $2,042-83.7% |
| Participant deferral / active EE | $1,555 | $2,147-27.6% | $2,958-47.4% | $3,169-50.9% |
| Admin fee / account holder | $271 | $489-44.6% | $5,134-94.7% | $479-43.5% |