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 27 · EIN 27-2233898 | Advisory (Plan) | $15,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,575 | $89,652-62.5% | $141,162-76.2% | $65,185-48.5% |
| Participation rate | 21.1% | 74.7%-53.6pp | 82.5%-61.4pp | 70.2%-49.1pp |
| Annual return | 27.59% | 32.79%-5.2pp | 71.39%-43.8pp | 29.38%-1.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,103 | $5,691-45.5% | $6,709-53.7% | $3,514-11.7% |
| Admin fee / account holder | $217 | $569-61.8% | $10,261-97.9% | $847-74.3% |