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 27 · EIN 04-2675571 | Advisory (Plan) | $11,153 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 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 | $33,587 | $42,582-21.1% | $171,082-80.4% | $57,658-41.7% |
| Participation rate | 19.5% | 63.9%-44.4pp | 76.7%-57.2pp | 70.2%-50.7pp |
| Annual return | 18.53% | 308.67%-290.1pp | 32.56%-14.0pp | 5.13%+13.4pp |
| Employer contribution / active EE | $936 | $1,306-28.3% | $4,002-76.6% | $1,974-52.6% |
| Participant deferral / active EE | $1,899 | $2,933-35.3% | $4,797-60.4% | $3,061-38.0% |
| Admin fee / account holder | $79 | $82-4.4% | $8,520-99.1% | $95-16.8% |