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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $10,000 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $20,019 | $48,064-58.3% | $78,778-74.6% | $69,631-71.2% |
| Participation rate | 17.5% | 61.6%-44.1pp | 69.2%-51.7pp | 70.7%-53.2pp |
| Annual return | 15.19% | 21.81%-6.6pp | 35.62%-20.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $107 | $744-85.6% | $1,986-94.6% | $2,032-94.7% |
| Participant deferral / active EE | $1,086 | $2,079-47.8% | $2,958-63.3% | $3,224-66.3% |
| Admin fee / account holder | $184 | $152+21.1% | $5,134-96.4% | $110+66.7% |