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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $43,058 |
Filed as: FIRST SOUTHEAST 401(K) FIDUCIARIES, Service code 16 · EIN 27-1803704 | Consulting | $17,865 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,868 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $43,443 | $22,714+91.3% | $59,496-27.0% | $55,191-21.3% |
| Participation rate | 60.9% | 37.5%+23.4pp | 54.6%+6.3pp | 69.2%-8.3pp |
| Annual return | -1.09% | -44.01%+42.9pp | 182.05%-183.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $287 | $418-31.3% | $1,153-75.1% | $1,899-84.9% |
| Participant deferral / active EE | $1,647 | $843+95.3% | $1,829-10.0% | $3,046-45.9% |
| Admin fee / account holder | $218 | $83+161.7% | $2,232-90.2% | $91+140.3% |