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 | $1,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,495 | $46,173-79.4% | $170,442-94.4% | $69,631-86.4% |
| Participation rate | 70.7% | 63.9%+6.8pp | 83.6%-12.9pp | 70.7%0pp |
| Annual return | 6.91% | 21.62%-14.7pp | 205.93%-199.0pp | 27571.02%-27564.1pp |
| Employer contribution / active EE | $165 | $1,610-89.8% | $5,433-97.0% | $2,032-91.9% |
| Participant deferral / active EE | $715 | $2,080-65.6% | $4,939-85.5% | $3,224-77.8% |
| Admin fee / account holder | $5 | $116-95.8% | $13,880-100.0% | $110-95.6% |