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 | $20,878 |
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 | $52,472 | $58,655-10.5% | $91,989-43.0% | $65,185-19.5% |
| Participation rate | 77.6% | 75.3%+2.3pp | 78.6%-1.1pp | 70.2%+7.4pp |
| Annual return | 24.40% | 33.92%-9.5pp | 69.02%-44.6pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,481 | $2,080+19.2% | $3,452-28.1% | $2,177+14.0% |
| Participant deferral / active EE | $7,255 | $5,474+32.5% | $5,923+22.5% | $3,514+106.5% |
| Admin fee / account holder | $100 | $434-76.9% | $7,743-98.7% | $847-88.2% |