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 8-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 39-6040276 | Recordkeeping Fees | $669 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,871 | $66,310-74.6% | $93,606-82.0% | $65,185-74.1% |
| Participation rate | 86.0% | 74.0%+12.0pp | 75.8%+10.1pp | 70.2%+15.8pp |
| Annual return | 40.72% | 42.58%-1.9pp | 32.76%+8.0pp | 29.38%+11.3pp |
| Employer contribution / active EE | $833 | $2,012-58.6% | $2,718-69.3% | $2,177-61.7% |
| Participant deferral / active EE | $1,910 | $3,342-42.8% | $4,069-53.0% | $3,514-45.6% |
| Admin fee / account holder | $12 | $6,897-99.8% | $7,888-99.8% | $847-98.6% |