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 01-0233346 | Recordkeeping | $1,749 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,467 | $55,415-45.0% | $155,509-80.4% | $74,495-59.1% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 12.02% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $727 | $2,267-67.9% | $4,672-84.4% | $2,623-72.3% |
| Participant deferral / active EE | $1,215 | $2,836-57.2% | $5,626-78.4% | $4,346-72.0% |
| Admin fee / account holder | $298 | $1,738-82.8% | $15,912-98.1% | $1,942-84.6% |