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 8-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 15 · EIN 35-0145825 | Recordkeeping | $24,927 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,724 | $88,087-60.6% | $164,866-78.9% | $74,546-53.4% |
| Participation rate | 92.1% | 73.1%+19.0pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 11.78% | 17.27%-5.5pp | 69.97%-58.2pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,998 | $4,499-11.1% | $6,033-33.7% | $4,347-8.0% |
| Admin fee / account holder | $21 | $2,232-99.0% | $12,689-99.8% | $1,944-98.9% |