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 10 · EIN 86-0271207 | Accounting | $6,500 |
SUNWEST PENSIONS2 years Service code 37 · EIN 86-0922116 | Loan Processing | $4,741 |
AMERICAN FUNDS3+ years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $1,050 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,201 | $31,388-26.1% | $73,545-68.5% | $62,292-62.8% |
| Participation rate | 55.4% | 39.9%+15.5pp | 54.9%+0.4pp | 69.5%-14.2pp |
| Annual return | 23.60% | 25.34%-1.7pp | -15.16%+38.8pp | 28.90%-5.3pp |
| Employer contribution / active EE | $1,267 | $498+154.5% | $1,219+4.0% | $2,042-37.9% |
| Participant deferral / active EE | $1,869 | $1,028+81.7% | $1,806+3.5% | $3,169-41.0% |
| Admin fee / account holder | $122 | $299-59.2% | $2,320-94.7% | $479-74.5% |