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 13 · EIN 42-0127290 | Contract Administrator | $5,613 |
Service code 49 · EIN 94-2869219 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $42,172 | $36,767+14.7% | $81,478-48.2% | $62,292-32.3% |
| Participation rate | 83.6% | 54.4%+29.2pp | 68.0%+15.7pp | 69.5%+14.1pp |
| Annual return | 15.98% | 173.80%-157.8pp | 38.78%-22.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,675 | $1,128+48.5% | $2,568-34.8% | $2,042-18.0% |
| Participant deferral / active EE | $3,117 | $2,111+47.7% | $3,537-11.9% | $3,169-1.6% |
| Admin fee / account holder | $51 | $797-93.5% | $4,561-98.9% | $479-89.3% |