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 |
|---|---|---|
LYDON, FETTEROLF, CORYDON PA4 years Service code 10 9401 KEY WEST AVE · ROCKVILLE, MD 20850 | Accounting | $45,245 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $41,898 | $80,724-48.1% | $103,333-59.5% | $74,495-43.8% |
| Participation rate | 52.8% | 65.7%-12.9pp | 74.5%-21.8pp | 67.2%-14.4pp |
| Annual return | 13.38% | 27.56%-14.2pp | 24.88%-11.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,809 | $3,157-11.0% | $3,868-27.4% | $2,623+7.1% |
| Participant deferral / active EE | $814 | $3,860-78.9% | $5,057-83.9% | $4,346-81.3% |
| Admin fee / account holder | $407 | $2,368-82.8% | $8,355-95.1% | $1,942-79.0% |