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 |
Employer contribution per participant 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 | $20,850 | $56,485-63.1% | $185,823-88.8% | $86,799-76.0% |
| Participation rate | 92.6% | 65.5%+27.2pp | 81.7%+10.9pp | 72.3%+20.4pp |
| Annual return | 26.27% | 118.04%-91.8pp | 122.05%-95.8pp | 97.91%-71.6pp |
| Employer contribution / active EE | $314 | $1,843-82.9% | $5,167-93.9% | $2,405-86.9% |
| Participant deferral / active EE | $1,138 | $2,553-55.4% | $5,568-79.6% | $4,131-72.4% |
| Admin fee / account holder | $155 | $150+3.8% | $16,237-99.0% | $170-8.4% |