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 26 · EIN 71-0294708 | Advisory (Participants) | $1,064 |
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 | $45,699 | $58,726-22.2% | $92,233-50.5% | $62,292-26.6% |
| Participation rate | 43.6% | 68.3%-24.8pp | 76.5%-32.9pp | 69.5%-25.9pp |
| Annual return | 14.33% | 43.62%-29.3pp | 176.28%-161.9pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,516 | $2,766-45.2% | $3,897-61.1% | $3,169-52.2% |
| Admin fee / account holder | $9 | $556-98.4% | $5,194-99.8% | $479-98.2% |