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.
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 | $17,488 | $46,292-62.2% | $143,757-87.8% | $64,808-73.0% |
| Participation rate | 93.6% | 64.2%+29.4pp | 80.3%+13.3pp | 71.5%+22.2pp |
| Annual return | -10.84% | -10.05%-0.8pp | -0.04%-10.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $297 | $1,910-84.4% | $4,951-94.0% | $2,506-88.1% |
| Participant deferral / active EE | $1,090 | $2,646-58.8% | $5,637-80.7% | $4,310-74.7% |
| Admin fee / account holder | $121 | $154-21.4% | $14,673-99.2% | $188-35.6% |