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 | $32,065 |
Service code 26 | Advisory (Participants) | $7,120 |
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 | $51,528 | $64,286-19.8% | $90,951-43.3% | $73,409-29.8% |
| Participation rate | 29.5% | 63.6%-34.0pp | 69.0%-39.5pp | 72.2%-42.6pp |
| Annual return | 18.87% | 21.45%-2.6pp | 134.60%-115.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $444 | $895-50.4% | $2,122-79.1% | $2,234-80.1% |
| Participant deferral / active EE | $2,112 | $2,453-13.9% | $3,373-37.4% | $3,805-44.5% |
| Admin fee / account holder | $289 | $287+0.7% | $5,959-95.1% | $158+83.2% |