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 35-0145825 | Recordkeeping | $27,957 |
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 | $21,968 | $58,879-62.7% | $178,490-87.7% | $73,488-70.1% |
| Participation rate | 84.9% | 66.2%+18.7pp | 81.9%+3.0pp | 70.7%+14.3pp |
| Annual return | 14.23% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $492 | $2,236-78.0% | $5,011-90.2% | $2,270-78.3% |
| Participant deferral / active EE | $1,339 | $2,567-47.8% | $5,202-74.3% | $3,740-64.2% |
| Admin fee / account holder | $1 | $400-99.7% | $13,984-100.0% | $513-99.8% |