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 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $27,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $19,025 | $44,229-57.0% | $155,790-87.8% | $55,191-65.5% |
| Participation rate | 22.8% | 60.8%-38.0pp | 76.1%-53.2pp | 69.2%-46.3pp |
| Annual return | -0.20% | 0.37%-0.6pp | 71.54%-71.7pp | 10.78%-11.0pp |
| Employer contribution / active EE | $579 | $1,317-56.1% | $3,836-84.9% | $1,899-69.5% |
| Participant deferral / active EE | $1,011 | $2,851-64.5% | $4,797-78.9% | $3,046-66.8% |
| Admin fee / account holder | $294 | $86+241.4% | $7,478-96.1% | $91+224.1% |