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 60 · EIN 04-2647786 | Sub-TA Fees | $22,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,531 | $30,588-78.6% | $53,898-87.9% | $85,563-92.4% |
| Participation rate | 62.0% | 26.3%+35.7pp | 55.0%+7.0pp | 66.0%-4.0pp |
| Annual return | 17.50% | 50.42%-32.9pp | 528.60%-511.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $180 | $436-58.7% | $932-80.7% | $2,654-93.2% |
| Participant deferral / active EE | $535 | $848-36.9% | $1,826-70.7% | $4,375-87.8% |
| Admin fee / account holder | $43 | $1,879-97.7% | $2,491-98.3% | $834-94.8% |