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 13 · EIN 42-0127290 | Contract Administrator | $24,193 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $13,996 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,303 | $60,323-71.3% | $81,812-78.8% | $74,495-76.8% |
| Participation rate | 90.1% | 62.9%+27.3pp | 72.3%+17.8pp | 67.2%+22.9pp |
| Annual return | 10.02% | 16.90%-6.9pp | 773.79%-763.8pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,053 | $2,620-59.8% | $2,912-63.8% | $2,623-59.9% |
| Participant deferral / active EE | $3,142 | $3,387-7.2% | $4,319-27.2% | $4,346-27.7% |
| Admin fee / account holder | $185 | $1,486-87.5% | $7,386-97.5% | $1,942-90.5% |