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 | $200 |
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).
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 | $22,951 | $43,133-46.8% | $89,391-74.3% | $73,488-68.8% |
| Participation rate | 36.8% | 55.0%-18.2pp | 68.0%-31.2pp | 70.7%-33.9pp |
| Annual return | 25.53% | 135.66%-110.1pp | 245.62%-220.1pp | 28.51%-3.0pp |
| Employer contribution / active EE | $528 | $1,438-63.3% | $2,586-79.6% | $2,270-76.8% |
| Participant deferral / active EE | $1,035 | $2,445-57.6% | $3,890-73.4% | $3,740-72.3% |
| Admin fee / account holder | $22 | $444-95.1% | $4,881-99.6% | $513-95.7% |