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 5-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 |
|---|---|---|
CROSSPLANS2 years Service code 49 · EIN 20-4536537 | Other Services | $7,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,652 | $125,758-91.5% | $169,993-93.7% | $75,163-85.8% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 16.92% | 27.20%-10.3pp | 53.37%-36.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $500 | $4,615-89.2% | $6,785-92.6% | $2,670-81.3% |
| Participant deferral / active EE | $3,301 | $6,837-51.7% | $10,408-68.3% | $4,125-20.0% |
| Admin fee / account holder | $241 | $8,173-97.1% | $12,815-98.1% | $5,651-95.7% |