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 | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,141 | $28,416-25.6% | $73,545-71.3% | $69,631-69.6% |
| Participation rate | 21.9% | 38.3%-16.4pp | 54.9%-33.0pp | 70.7%-48.8pp |
| Annual return | 14.57% | -694.13%+708.7pp | -15.16%+29.7pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $2 | $430-99.6% | $1,219-99.9% | $2,032-99.9% |
| Participant deferral / active EE | $549 | $897-38.8% | $1,806-69.6% | $3,224-83.0% |
| Admin fee / account holder | $45 | $104-57.0% | $2,320-98.1% | $110-59.4% |