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 15 · EIN 01-0233346 | Recordkeeping | $1,271 |
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).
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 | $41,056 | $40,174+2.2% | $84,015-51.1% | $67,579-39.2% |
| Participation rate | 27.5% | 62.7%-35.2pp | 69.0%-41.5pp | 71.3%-43.8pp |
| Annual return | 21.66% | 25.82%-4.2pp | 71.31%-49.6pp | 378.56%-356.9pp |
| Employer contribution / active EE | $335 | $808-58.5% | $1,983-83.1% | $2,148-84.4% |
| Participant deferral / active EE | $1,876 | $2,301-18.5% | $3,239-42.1% | $3,539-47.0% |
| Admin fee / account holder | $215 | $128+67.6% | $6,101-96.5% | $142+51.2% |