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 15 · EIN 35-0145825 | Recordkeeping | $27,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $31,771 | $44,473-28.6% | $76,523-58.5% | $55,725-43.0% |
| Participation rate | 28.9% | 51.0%-22.1pp | 68.0%-39.1pp | 70.9%-41.9pp |
| Annual return | -5.92% | -2.01%-3.9pp | -0.27%-5.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $79 | $1,101-92.8% | $2,647-97.0% | $2,078-96.2% |
| Participant deferral / active EE | $621 | $1,988-68.8% | $3,835-83.8% | $3,356-81.5% |
| Admin fee / account holder | $14 | $134-89.6% | $4,848-99.7% | $115-87.9% |