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) | $20,161 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $34,320 | $46,966-26.9% | $185,117-81.5% | $69,631-50.7% |
| Participation rate | 27.9% | 65.3%-37.4pp | 77.3%-49.4pp | 70.7%-42.8pp |
| Annual return | 21.21% | 22.36%-1.1pp | 40.50%-19.3pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $1,152 | $1,360-15.3% | $4,182-72.4% | $2,032-43.3% |
| Participant deferral / active EE | $2,213 | $3,017-26.6% | $5,045-56.1% | $3,224-31.4% |
| Admin fee / account holder | $106 | $94+12.9% | $8,159-98.7% | $110-4.0% |