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 27 · EIN 04-2675571 | Advisory (Plan) | $9,998 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,136 |
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).
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 | $37,522 | $64,909-42.2% | $82,313-54.4% | $62,292-39.8% |
| Participation rate | 96.4% | 74.9%+21.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 15.99% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,216 | $1,676-27.5% | $2,428-49.9% | $2,042-40.5% |
| Participant deferral / active EE | $2,918 | $3,103-6.0% | $3,706-21.3% | $3,169-7.9% |
| Admin fee / account holder | $120 | $440-72.7% | $5,608-97.9% | $479-74.9% |