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 27 · EIN 42-1445429 | Advisory (Plan) | $24,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,456 |
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 | $40,485 | $65,376-38.1% | $87,100-53.5% | $65,185-37.9% |
| Participation rate | 91.0% | 75.3%+15.7pp | 76.9%+14.1pp | 70.2%+20.8pp |
| Annual return | 19.17% | 31.27%-12.1pp | 28.19%-9.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,324 | $1,822-27.3% | $2,521-47.5% | $2,177-39.2% |
| Participant deferral / active EE | $3,516 | $3,388+3.8% | $4,049-13.2% | $3,5140% |
| Admin fee / account holder | $259 | $520-50.2% | $7,497-96.5% | $847-69.4% |