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 64 · EIN 71-0294708 | Recordkeeping Fees | $80,620 |
CARNEGIE INVESTMENT COUNSEL3 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $29,939 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,432 | $30,588-72.4% | $53,898-84.4% | $85,563-90.1% |
| Participation rate | 90.0% | 26.3%+63.7pp | 55.0%+35.1pp | 66.0%+24.1pp |
| Annual return | 16.86% | 50.42%-33.6pp | 528.60%-511.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $312 | $436-28.5% | $932-66.5% | $2,654-88.2% |
| Participant deferral / active EE | $1,822 | $848+114.9% | $1,826-0.2% | $4,375-58.4% |
| Admin fee / account holder | $93 | $1,879-95.0% | $2,491-96.2% | $834-88.8% |