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 13 · EIN 42-0127290 | Contract Administrator | $3,550 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,522 | $64,909-82.2% | $82,313-86.0% | $62,292-81.5% |
| Participation rate | 82.5% | 74.9%+7.6pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 6.64% | 21.18%-14.5pp | 25.88%-19.2pp | 28.90%-22.3pp |
| Employer contribution / active EE | $444 | $1,676-73.5% | $2,428-81.7% | $2,042-78.3% |
| Participant deferral / active EE | $1,468 | $3,103-52.7% | $3,706-60.4% | $3,169-53.7% |
| Admin fee / account holder | $29 | $440-93.4% | $5,608-99.5% | $479-94.0% |