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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,999 | $46,732-40.1% | $156,549-82.1% | $55,167-49.2% |
| Participation rate | 36.7% | 65.8%-29.1pp | 84.0%-47.3pp | 69.0%-32.3pp |
| Annual return | 2.31% | 17.72%-15.4pp | 32.23%-29.9pp | 169.23%-166.9pp |
| Employer contribution / active EE | $728 | $2,105-65.4% | $5,501-86.8% | $1,963-62.9% |
| Participant deferral / active EE | $1,501 | $2,204-31.9% | $4,871-69.2% | $3,054-50.9% |
| Admin fee / account holder | $20 | $418-95.3% | $13,027-99.8% | $504-96.1% |