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 65-0608221 | Recordkeeping | $11,947 |
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 | $14,383 | $61,214-76.5% | $83,333-82.7% | $56,287-74.4% |
| Participation rate | 86.9% | 72.6%+14.3pp | 77.8%+9.2pp | 69.9%+17.1pp |
| Annual return | 0.93% | 0.42%+0.5pp | 10.63%-9.7pp | -9.96%+10.9pp |
| Employer contribution / active EE | $1,112 | $1,925-42.3% | $3,379-67.1% | $2,111-47.3% |
| Participant deferral / active EE | $5,641 | $5,091+10.8% | $5,565+1.4% | $3,350+68.4% |
| Admin fee / account holder | $58 | $512-88.6% | $7,510-99.2% | $521-88.8% |