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 7-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 | $413 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,817 | $49,451-61.9% | $79,550-76.3% | $66,914-71.9% |
| Participation rate | 70.0% | 61.3%+8.7pp | 69.5%+0.5pp | 69.8%+0.2pp |
| Annual return | -15.79% | 84.25%-100.0pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,521 | $1,266+20.1% | $2,413-37.0% | $2,544-40.2% |
| Participant deferral / active EE | $2,499 | $3,159-20.9% | $3,985-37.3% | $4,237-41.0% |
| Admin fee / account holder | $164 | $595-72.4% | $6,832-97.6% | $593-72.3% |