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 48-1205033 | Float revenue; Recordkeeping fees; Re... | $12,360 |
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 | $58,796 | $71,192-17.4% | $117,854-50.1% | $62,292-5.6% |
| Participation rate | 92.1% | 74.2%+17.8pp | 79.7%+12.4pp | 69.5%+22.5pp |
| Annual return | 19.42% | 18.66%+0.8pp | 335.08%-315.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $3,404 | $1,934+76.0% | $3,786-10.1% | $2,042+66.7% |
| Participant deferral / active EE | $1,179 | $3,189-63.0% | $4,482-73.7% | $3,169-62.8% |
| Admin fee / account holder | $328 | $587-44.1% | $8,020-95.9% | $479-31.5% |