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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 15 · EIN 30-0840934 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,489 | $33,067-19.9% | $76,523-65.4% | $56,287-52.9% |
| Participation rate | 49.7% | 55.4%-5.6pp | 68.0%-18.2pp | 69.9%-20.1pp |
| Annual return | -5.36% | 2.72%-8.1pp | -0.27%-5.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,015 | $1,200-15.4% | $2,647-61.6% | $2,111-51.9% |
| Participant deferral / active EE | $1,699 | $2,240-24.2% | $3,835-55.7% | $3,350-49.3% |
| Admin fee / account holder | $158 | $537-70.6% | $4,848-96.7% | $521-69.6% |