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 communication; Participan... | $44,964 |
Filed as: FIRST SOUTHEAST 401(K) FIDUCIARIES, Service code 16 · EIN 27-1803704 | Consulting | $17,199 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,123 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $49,616 | $23,385+112.2% | $69,182-28.3% | $57,658-13.9% |
| Participation rate | 60.7% | 37.9%+22.7pp | 55.1%+5.5pp | 70.2%-9.6pp |
| Annual return | 7.73% | -659.34%+667.1pp | -21.93%+29.7pp | 5.13%+2.6pp |
| Employer contribution / active EE | $273 | $422-35.3% | $1,206-77.3% | $1,974-86.1% |
| Participant deferral / active EE | $1,565 | $843+85.7% | $1,897-17.5% | $3,061-48.9% |
| Admin fee / account holder | $246 | $82+199.2% | $2,697-90.9% | $95+159.9% |