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 30-0219031 | Recordkeeping | $23,336 |
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 | $37,615 | $66,124-43.1% | $90,404-58.4% | $73,488-48.8% |
| Participation rate | 84.6% | 69.7%+14.9pp | 72.7%+11.9pp | 70.7%+13.9pp |
| Annual return | 17.54% | 17.65%-0.1pp | 1293.02%-1275.5pp | 28.51%-11.0pp |
| Employer contribution / active EE | $536 | $2,346-77.2% | $3,262-83.6% | $2,270-76.4% |
| Participant deferral / active EE | $2,153 | $3,039-29.2% | $3,963-45.7% | $3,740-42.4% |
| Admin fee / account holder | $203 | $396-48.8% | $5,611-96.4% | $513-60.4% |