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 |
|---|---|---|
Filed as: ONE DIGITAL TOPCO LLC DBA Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $9,264 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,263 |
PASI, LLC1 year Filed as: PASI LLC Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $1,710 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $570 |
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).
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 | $20,568 | $48,750-57.8% | $88,946-76.9% | $74,304-72.3% |
| Participation rate | 38.9% | 44.5%-5.6pp | 68.8%-30.0pp | 60.3%-21.5pp |
| Annual return | 19.23% | 25.91%-6.7pp | 57.82%-38.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,048 | $2,423-15.5% | $4,581-55.3% | $3,767-45.6% |
| Admin fee / account holder | $162 | $3,756-95.7% | $8,261-98.0% | $2,969-94.5% |