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 49 · EIN 04-1590850 | Other Services | $15,371 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,787 | $33,067+35.4% | $76,523-41.5% | $56,287-20.4% |
| Participation rate | 37.7% | 55.4%-17.7pp | 68.0%-30.3pp | 69.9%-32.1pp |
| Annual return | -3.01% | 2.72%-5.7pp | -0.27%-2.7pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,544 | $2,240-31.1% | $3,835-59.7% | $3,350-53.9% |
| Admin fee / account holder | $236 | $537-56.0% | $4,848-95.1% | $521-54.6% |