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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Direct paym... | $12,237 |
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).
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 | $54,399 | $53,596+1.5% | $90,645-40.0% | $64,186-15.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.26% | 4.41%-10.7pp | 1.88%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,890 | $1,503+25.8% | $2,532-25.3% | $2,381-20.6% |
| Participant deferral / active EE | $3,039 | $2,459+23.6% | $3,425-11.2% | $3,470-12.4% |
| Admin fee / account holder | $306 | $3,868-92.1% | $4,994-93.9% | $4,888-93.7% |