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 |
|---|---|---|
Filed as: ALLEN&CO Service code 27 · EIN 59-0913641 | Advisory (Plan) | $19,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $62,447 | $65,376-4.5% | $87,100-28.3% | $65,185-4.2% |
| Participation rate | 50.0% | 75.3%-25.3pp | 76.9%-26.9pp | 70.2%-20.2pp |
| Annual return | 29.41% | 31.27%-1.9pp | 28.19%+1.2pp | 29.38%0pp |
| Employer contribution / active EE | $1,568 | $1,822-14.0% | $2,521-37.8% | $2,177-28.0% |
| Participant deferral / active EE | $2,875 | $3,388-15.1% | $4,049-29.0% | $3,514-18.2% |
| Admin fee / account holder | $341 | $520-34.5% | $7,497-95.5% | $847-59.8% |