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 64 · EIN 04-2647786 | Recordkeeping Fees | $19,384 |
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 | $44,795 | $89,652-50.0% | $141,162-68.3% | $65,185-31.3% |
| Participation rate | 44.0% | 74.7%-30.7pp | 82.5%-38.5pp | 70.2%-26.2pp |
| Annual return | 30.08% | 32.79%-2.7pp | 71.39%-41.3pp | 29.38%+0.7pp |
| Employer contribution / active EE | $1,168 | $3,065-61.9% | $4,735-75.3% | $2,177-46.4% |
| Participant deferral / active EE | $3,890 | $5,691-31.6% | $6,709-42.0% | $3,514+10.7% |
| Admin fee / account holder | $123 | $569-78.4% | $10,261-98.8% | $847-85.5% |