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 |
|---|---|---|
Filed as: DIGITAL RETIREMENT SOLUTIONS Service code 12 · EIN 84-1477138 | Claims processing; Contract Administr... | $9,561 |
MASON & MASON, CPA'S1 year Filed as: MASON & MASON CPAS Service code 10 · EIN 27-3461077 | Accounting | $9,300 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,470 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $119,074 | $55,449+114.7% | $83,848+42.0% | $56,287+111.5% |
| Participation rate | 40.7% | 68.0%-27.3pp | 76.1%-35.4pp | 69.9%-29.1pp |
| Annual return | -1.44% | -1.38%-0.1pp | 850.88%-852.3pp | -9.96%+8.5pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,030 | $2,935+3.2% | $4,082-25.8% | $3,350-9.5% |
| Admin fee / account holder | $673 | $656+2.6% | $5,478-87.7% | $521+29.2% |