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 9-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 13 · EIN 42-0127290 | Contract Administrator | $5,255 |
Service code 49 · EIN 52-2114207 | Other Services | $1,095 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $115,592 | $64,909+78.1% | $82,313+40.4% | $62,292+85.6% |
| Participation rate | 65.4% | 74.9%-9.5pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 16.82% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $942 | $1,676-43.8% | $2,428-61.2% | $2,042-53.9% |
| Participant deferral / active EE | $2,866 | $3,103-7.6% | $3,706-22.7% | $3,169-9.6% |
| Admin fee / account holder | $52 | $440-88.2% | $5,608-99.1% | $479-89.1% |