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 |
|---|---|---|
TODD EUGENE HOLT2 years Filed as: TODD DELLIGATTI Service code 28 11676 PERRY HIGHWAY, SUITE 220 · WEXFORD, PA 15090 | Investment Management | $8,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,441 | $31,679+24.5% | $74,701-47.2% | $65,185-39.5% |
| Participation rate | 18.8% | 40.4%-21.5pp | 54.5%-35.6pp | 70.2%-51.4pp |
| Annual return | 24.86% | 39.04%-14.2pp | 752.92%-728.1pp | 29.38%-4.5pp |
| Employer contribution / active EE | $282 | $566-50.2% | $1,084-74.0% | $2,177-87.0% |
| Participant deferral / active EE | $605 | $1,191-49.2% | $1,964-69.2% | $3,514-82.8% |
| Admin fee / account holder | $324 | $379-14.4% | $3,333-90.3% | $847-61.7% |