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.2+ years Filed as: ERISA FIDUCIARY ADVISORS Service code 27 · EIN 20-3419213 | Advisory (Plan) | $21,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,554 |
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 | $21,829 | $22,291-2.1% | $69,182-68.4% | $63,975-65.9% |
| Participation rate | 15.2% | 35.3%-20.1pp | 55.1%-39.9pp | 71.1%-55.9pp |
| Annual return | 8.44% | 9.30%-0.9pp | -21.93%+30.4pp | 48.65%-40.2pp |
| Employer contribution / active EE | $41 | $325-87.3% | $1,206-96.6% | $2,182-98.1% |
| Participant deferral / active EE | $483 | $808-40.2% | $1,897-74.5% | $3,356-85.6% |
| Admin fee / account holder | $164 | $73+124.8% | $2,697-93.9% | $70+133.1% |