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 80-0833114 | Advisory (Plan) | $8,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,832 |
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).
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 | $22,359 | $75,388-70.3% | $123,544-81.9% | $55,725-59.9% |
| Participation rate | 57.5% | 75.7%-18.2pp | 82.3%-24.8pp | 70.9%-13.4pp |
| Annual return | 211.98% | 4.48%+207.5pp | 119.20%+92.8pp | 244.93%-33.0pp |
| Employer contribution / active EE | $1,328 | $3,063-56.7% | $4,628-71.3% | $2,078-36.1% |
| Participant deferral / active EE | $3,992 | $5,651-29.4% | $6,426-37.9% | $3,356+19.0% |
| Admin fee / account holder | $9 | $120-92.9% | $9,284-99.9% | $115-92.6% |