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 41-0417830 | Contract Administrator | $335 |
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 | $23,762 | $55,449-57.1% | $83,848-71.7% | $56,287-57.8% |
| Participation rate | 46.2% | 68.0%-21.9pp | 76.1%-30.0pp | 69.9%-23.7pp |
| Annual return | -2.60% | -1.38%-1.2pp | 850.88%-853.5pp | -9.96%+7.4pp |
| Employer contribution / active EE | $538 | $2,430-77.8% | $3,631-85.2% | $2,111-74.5% |
| Participant deferral / active EE | $1,774 | $2,935-39.6% | $4,082-56.5% | $3,350-47.0% |
| Admin fee / account holder | $5 | $656-99.2% | $5,478-99.9% | $521-99.1% |