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 | $206,740 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $776 | $37,317-97.9% | $77,024-99.0% | $77,904-99.0% |
| Participation rate | 82.2% | 46.9%+35.4pp | 67.9%+14.3pp | 73.7%+8.5pp |
| Annual return | -5.23% | -5.88%+0.7pp | 42.32%-47.5pp | 12.21%-17.4pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,203 | $2,564-53.1% | $4,426-72.8% | $4,806-75.0% |
| Admin fee / account holder | $38 | $126-69.9% | $5,425-99.3% | $133-71.5% |