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 |
|---|---|---|
ARISTA WEALTH MANAGEMENT1 year Filed as: ARISTA WEALTH MANAGEMENT, LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $28,944 |
HCS RETIREMENT SERVICES, LLC3+ years Service code 15 · EIN 20-1684241 | Recordkeeping | $7,262 |
GILBERT AND STEWART1 year Filed as: GILBERT & STEWART PC Service code 10 · EIN 87-0403149 | Accounting | $6,750 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $1,100 |
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).
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 | $36,295 | $155,795-76.7% | $136,294-73.4% | $69,631-47.9% |
| Participation rate | 57.5% | 75.2%-17.8pp | 81.9%-24.5pp | 70.7%-13.2pp |
| Annual return | 16.83% | 232464.33%-232447.5pp | 5155.94%-5139.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,656 | $2,991-44.6% | $4,695-64.7% | $2,032-18.5% |
| Participant deferral / active EE | $2,638 | $5,394-51.1% | $6,247-57.8% | $3,224-18.2% |
| Admin fee / account holder | $229 | $128+78.9% | $9,243-97.5% | $110+107.7% |