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 13 · EIN 42-0127290 | Contract Administrator | $20,407 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,417 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,595 | $54,229-58.3% | $70,092-67.8% | $68,494-67.0% |
| Participation rate | 73.9% | 64.5%+9.4pp | 70.5%+3.4pp | 67.9%+6.0pp |
| Annual return | -23.03% | -13.87%-9.2pp | 190.73%-213.8pp | -7.84%-15.2pp |
| Employer contribution / active EE | $990 | $2,018-50.9% | $2,559-61.3% | $2,596-61.9% |
| Participant deferral / active EE | $2,513 | $2,956-15.0% | $3,849-34.7% | $4,027-37.6% |
| Admin fee / account holder | $193 | $4,694-95.9% | $6,267-96.9% | $5,403-96.4% |