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 35-0145825 | Recordkeeping | $25,060 |
Service code 26 · EIN 27-0850638 | Advisory (Participants) | $20,505 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,867 | $99,957-27.1% | $149,696-51.3% | $73,488-0.8% |
| Participation rate | 58.1% | 75.7%-17.6pp | 82.5%-24.4pp | 70.7%-12.6pp |
| Annual return | 18.97% | 53.87%-34.9pp | 276.60%-257.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,011 | $3,191-68.3% | $4,644-78.2% | $2,270-55.5% |
| Participant deferral / active EE | $3,837 | $6,073-36.8% | $6,842-43.9% | $3,740+2.6% |
| Admin fee / account holder | $242 | $551-56.0% | $9,309-97.4% | $513-52.8% |