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 9-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 | $6,970 |
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 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 | $7,804 | $45,035-82.7% | $62,995-87.6% | $70,131-88.9% |
| Participation rate | 96.8% | 69.5%+27.3pp | 74.8%+22.0pp | 69.5%+27.3pp |
| Annual return | 16.34% | 18.76%-2.4pp | 87.57%-71.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $441 | $2,051-78.5% | $2,759-84.0% | $2,342-81.2% |
| Participant deferral / active EE | $2,310 | $2,465-6.3% | $3,329-30.6% | $3,332-30.7% |
| Admin fee / account holder | $19 | $2,834-99.3% | $3,600-99.5% | $4,645-99.6% |