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 13 · EIN 41-0417830 | Contract Administrator | $3,862 |
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 | $20,906 | $63,299-67.0% | $91,001-77.0% | $62,292-66.4% |
| Participation rate | 77.2% | 73.3%+3.9pp | 75.6%+1.6pp | 69.5%+7.7pp |
| Annual return | 18.87% | 20.99%-2.1pp | 4.60%+14.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $473 | $1,807-73.8% | $2,456-80.8% | $2,042-76.9% |
| Participant deferral / active EE | $2,343 | $2,943-20.4% | $3,547-33.9% | $3,169-26.1% |
| Admin fee / account holder | $25 | $468-94.6% | $5,417-99.5% | $479-94.7% |