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 15 · EIN 01-0233346 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,107 | $38,365-55.4% | $84,611-79.8% | $65,185-73.8% |
| Participation rate | 41.0% | 55.7%-14.6pp | 68.2%-27.2pp | 70.2%-29.2pp |
| Annual return | 2.65% | 32.00%-29.3pp | 258.74%-256.1pp | 29.38%-26.7pp |
| Employer contribution / active EE | $624 | $1,258-50.4% | $2,652-76.5% | $2,177-71.3% |
| Participant deferral / active EE | $1,201 | $2,278-47.3% | $3,899-69.2% | $3,514-65.8% |
| Admin fee / account holder | $57 | $451-87.4% | $4,912-98.8% | $847-93.3% |