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 4-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 | $5,033 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,967 | $51,197-68.8% | $82,719-80.7% | $66,914-76.1% |
| Participation rate | 49.6% | 67.8%-18.2pp | 72.6%-23.0pp | 69.8%-20.2pp |
| Annual return | 99.35% | -9.64%+109.0pp | 701.18%-601.8pp | 1.58%+97.8pp |
| Employer contribution / active EE | $1,200 | $2,611-54.0% | $3,009-60.1% | $2,544-52.8% |
| Participant deferral / active EE | $2,039 | $3,458-41.0% | $4,395-53.6% | $4,237-51.9% |
| Admin fee / account holder | $62 | $416-85.1% | $5,329-98.8% | $593-89.5% |