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 LLP2 years Service code 15 · EIN 30-0840934 | Recordkeeping | $6,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
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).
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 | $31,452 | $38,365-18.0% | $84,611-62.8% | $65,185-51.7% |
| Participation rate | 50.7% | 55.7%-5.0pp | 68.2%-17.6pp | 70.2%-19.5pp |
| Annual return | 23.78% | 32.00%-8.2pp | 258.74%-235.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,132 | $1,258-10.1% | $2,652-57.3% | $2,177-48.0% |
| Participant deferral / active EE | $2,168 | $2,278-4.9% | $3,899-44.4% | $3,514-38.3% |
| Admin fee / account holder | $51 | $451-88.8% | $4,912-99.0% | $847-94.0% |