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 21 · EIN 66-0561870 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,994 | $52,293-69.4% | $178,490-91.0% | $73,409-78.2% |
| Participation rate | 95.2% | 65.3%+29.8pp | 81.9%+13.2pp | 72.2%+23.0pp |
| Annual return | 3.84% | 34.75%-30.9pp | 151.07%-147.2pp | 59.29%-55.5pp |
| Employer contribution / active EE | $300 | $1,735-82.7% | $5,011-94.0% | $2,234-86.6% |
| Participant deferral / active EE | $1,105 | $2,332-52.6% | $5,202-78.8% | $3,805-71.0% |
| Admin fee / account holder | $101 | $127-20.5% | $13,984-99.3% | $158-35.8% |