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 | $30,337 |
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 | $23,230 | $50,982-54.4% | $154,803-85.0% | $85,563-72.8% |
| Participation rate | 91.6% | 59.8%+31.8pp | 78.1%+13.6pp | 66.0%+25.7pp |
| Annual return | 14.01% | 30.35%-16.3pp | 58.88%-44.9pp | 31.51%-17.5pp |
| Employer contribution / active EE | $350 | $1,708-79.5% | $4,305-91.9% | $2,654-86.8% |
| Participant deferral / active EE | $1,045 | $2,474-57.8% | $5,540-81.1% | $4,375-76.1% |
| Admin fee / account holder | $128 | $846-84.9% | $14,329-99.1% | $834-84.7% |