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 |
|---|---|---|
ERISA FIDUCIARY ADVISORS, INC.1+ years Filed as: ERISA FIDUCIARY ADVISORS Service code 27 · EIN 20-3419213 | Advisory (Plan) | $19,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,614 | $21,965-10.7% | $59,496-67.0% | $59,188-66.9% |
| Participation rate | 13.6% | 32.6%-19.0pp | 54.6%-41.0pp | 69.4%-55.8pp |
| Annual return | -0.05% | 22.15%-22.2pp | 182.05%-182.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $38 | $316-87.9% | $1,153-96.7% | $2,098-98.2% |
| Participant deferral / active EE | $412 | $732-43.6% | $1,829-77.5% | $3,265-87.4% |
| Admin fee / account holder | $139 | $74+86.4% | $2,232-93.8% | $92+50.4% |