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 | $800 |
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 | $41,755 | $55,453-24.7% | $170,442-75.5% | $62,292-33.0% |
| Participation rate | 31.0% | 66.4%-35.3pp | 83.6%-52.6pp | 69.5%-38.5pp |
| Annual return | 17.69% | 21.38%-3.7pp | 205.93%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $589 | $2,164-72.8% | $5,433-89.1% | $2,042-71.1% |
| Participant deferral / active EE | $1,880 | $2,303-18.4% | $4,939-61.9% | $3,169-40.7% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.5% |