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 15 · EIN 01-0233346 | Recordkeeping | $808 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,425 | $93,571-79.2% | $135,903-85.7% | $75,163-74.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.24% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,413 | $3,537-60.0% | $4,856-70.9% | $2,670-47.1% |
| Participant deferral / active EE | $3,370 | $6,404-47.4% | $7,758-56.6% | $4,125-18.3% |
| Admin fee / account holder | $17 | $6,975-99.8% | $10,762-99.8% | $5,651-99.7% |