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 8-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 | $225 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,623 | $104,317-79.3% | $159,436-86.4% | $86,799-75.1% |
| Participation rate | 89.0% | 77.7%+11.3pp | 82.8%+6.2pp | 72.3%+16.8pp |
| Annual return | 42.47% | 26.32%+16.1pp | 263.57%-221.1pp | 97.91%-55.4pp |
| Employer contribution / active EE | $1 | $3,451-100.0% | $4,829-100.0% | $2,405-99.9% |
| Participant deferral / active EE | $7,738 | $6,837+13.2% | $7,352+5.3% | $4,131+87.3% |
| Admin fee / account holder | $11 | $172-93.4% | $10,799-99.9% | $170-93.3% |