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 04-2647786 | Recordkeeping | $232,000 |
Filed as: FIDELITY MGMT TRUST CO Service code 19 · EIN 04-3022712 | Securities Custodian | $131,600 |
NEPC, LLC4+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $123,000 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $80,800 |
DICKINSON WRIGHT4+ years Service code 29 · EIN 38-1364333 | Legal | $21,900 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $199,297 | $78,852+152.7% | $76,768+159.6% | $75,289+164.7% |
| Participation rate | 70.0% | 85.0%-15.0pp | 77.0%-7.0pp | 72.4%-2.5pp |
| Annual return | -5.36% | -1.29%-4.1pp | 2.43%-7.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $5,483 | $2,794+96.2% | $2,485+120.6% | $2,405+128.0% |
| Participant deferral / active EE | $8,930 | $4,800+86.0% | $3,852+131.9% | $3,739+138.9% |
| Admin fee / account holder | $87 | $79+10.1% | $6,675-98.7% | $102-15.0% |