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 42-0127290 | Contract Administrator | $20,499 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $89,422 | $60,124+48.7% | $90,404-1.1% | $79,858+12.0% |
| Participation rate | 87.8% | 65.0%+22.8pp | 72.7%+15.1pp | 69.6%+18.2pp |
| Annual return | 14.99% | 71.94%-57.0pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6,242 | $2,068+201.9% | $3,262+91.4% | $2,471+152.6% |
| Participant deferral / active EE | $7,154 | $2,938+143.5% | $3,963+80.5% | $3,740+91.3% |
| Admin fee / account holder | $175 | $3,976-95.6% | $5,611-96.9% | $5,306-96.7% |