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 | $27,469 |
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 | $62,293 | $66,813-6.8% | $100,516-38.0% | $73,488-15.2% |
| Participation rate | 87.0% | 77.5%+9.5pp | 79.4%+7.6pp | 70.7%+16.3pp |
| Annual return | 18.06% | 25.70%-7.6pp | 30.89%-12.8pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,524 | $2,147+17.6% | $3,418-26.2% | $2,270+11.2% |
| Participant deferral / active EE | $8,670 | $5,883+47.4% | $6,270+38.3% | $3,740+131.9% |
| Admin fee / account holder | $119 | $512-76.8% | $8,081-98.5% | $513-76.8% |