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 |
|---|---|---|
MOSS,KRUSICK & ASSOCIATES ,LLC1+ years Service code 10 501 S NEW YORK AVENUE SUITE 100 · WINTER PARK, FL 32789 | Accounting | $5,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $370 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
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 | $38,308 | $22,714+68.7% | $59,496-35.6% | $55,191-30.6% |
| Participation rate | 14.7% | 37.5%-22.8pp | 54.6%-39.9pp | 69.2%-54.5pp |
| Annual return | -1.26% | -44.01%+42.7pp | 182.05%-183.3pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $463 | $843-45.1% | $1,829-74.7% | $3,046-84.8% |
| Admin fee / account holder | $90 | $83+8.0% | $2,232-96.0% | $91-0.9% |