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 | $17,705 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,261 | $61,214-22.8% | $83,333-43.3% | $56,287-16.0% |
| Participation rate | 75.6% | 72.6%+3.0pp | 77.8%-2.1pp | 69.9%+5.8pp |
| Annual return | -7.99% | 0.42%-8.4pp | 10.63%-18.6pp | -9.96%+2.0pp |
| Employer contribution / active EE | $2,765 | $1,925+43.6% | $3,379-18.2% | $2,111+31.0% |
| Participant deferral / active EE | $7,370 | $5,091+44.7% | $5,565+32.4% | $3,350+120.0% |
| Admin fee / account holder | $109 | $512-78.6% | $7,510-98.5% | $521-79.0% |