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 |
|---|---|---|
TRUST COMPANY OF AMERICA1 year Service code 13 · EIN 84-6179736 | Contract Administrator | $4,546 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,173 | $94,529-21.5% | $140,016-47.0% | $64,186+15.6% |
| Participation rate | 72.8% | 84.1%-11.3pp | 87.5%-14.7pp | 69.6%+3.3pp |
| Annual return | -5.80% | 7.77%-13.6pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,993 | $3,812-47.7% | $5,606-64.4% | $2,381-16.3% |
| Participant deferral / active EE | $5,149 | $5,250-1.9% | $6,927-25.7% | $3,470+48.4% |
| Admin fee / account holder | $45 | $6,741-99.3% | $10,705-99.6% | $4,888-99.1% |