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 3-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) | $12,559 |
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 | $20,366 | $55,449-63.3% | $83,848-75.7% | $56,287-63.8% |
| Participation rate | 67.7% | 68.0%-0.3pp | 76.1%-8.5pp | 69.9%-2.2pp |
| Annual return | -9.50% | -1.38%-8.1pp | 850.88%-860.4pp | -9.96%+0.5pp |
| Employer contribution / active EE | $1,477 | $2,430-39.2% | $3,631-59.3% | $2,111-30.0% |
| Participant deferral / active EE | $2,995 | $2,935+2.0% | $4,082-26.6% | $3,350-10.6% |
| Admin fee / account holder | $98 | $656-85.1% | $5,478-98.2% | $521-81.2% |