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 60 · EIN 04-2647786 | Sub-TA Fees | $5,547 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,359 | $51,244-46.6% | $80,975-66.2% | $55,167-50.4% |
| Participation rate | 62.3% | 71.7%-9.4pp | 75.8%-13.5pp | 69.0%-6.7pp |
| Annual return | 38.09% | 17.39%+20.7pp | 17.10%+21.0pp | 169.23%-131.1pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,213 | $4,418+85.9% | $5,696+44.2% | $3,054+168.9% |
| Admin fee / account holder | $45 | $398-88.8% | $5,516-99.2% | $504-91.1% |