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 13 · EIN 42-0127290 | Contract Administrator | $7,067 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,062 | $91,190-79.1% | $178,490-89.3% | $79,858-76.1% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 84.10% | 24.19%+59.9pp | 151.07%-67.0pp | 31.71%+52.4pp |
| Employer contribution / active EE | $2,289 | $3,256-29.7% | $5,011-54.3% | $2,471-7.4% |
| Participant deferral / active EE | $4,204 | $3,236+29.9% | $5,202-19.2% | $3,740+12.4% |
| Admin fee / account holder | $72 | $6,751-98.9% | $13,984-99.5% | $5,306-98.6% |