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 5-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 13-3689044 | Recordkeeping | $35,876 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $612 | $45,719-98.7% | $96,139-99.4% | $93,030-99.3% |
| Participation rate | 82.3% | 45.8%+36.4pp | 68.4%+13.8pp | 73.9%+8.4pp |
| Annual return | 111.23% | 3211.95%-3100.7pp | 191.94%-80.7pp | 158.70%-47.5pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,797-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $732 | $2,344-68.8% | $4,349-83.2% | $4,562-83.9% |
| Admin fee / account holder | $8 | $128-93.7% | $5,537-99.9% | $152-94.7% |