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 | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $46,618 | $57,921-19.5% | $84,750-45.0% | $57,658-19.1% |
| Participation rate | 16.5% | 72.9%-56.5pp | 76.6%-60.1pp | 70.2%-53.7pp |
| Annual return | 5.39% | 10.24%-4.8pp | 22.78%-17.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $497 | $2,598-80.9% | $3,574-86.1% | $1,974-74.8% |
| Participant deferral / active EE | $838 | $2,742-69.4% | $3,712-77.4% | $3,061-72.6% |
| Admin fee / account holder | $52 | $130-59.7% | $5,332-99.0% | $95-44.7% |