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 | $1,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,689 | $47,977-90.2% | $154,107-97.0% | $56,287-91.7% |
| Participation rate | 92.9% | 66.2%+26.7pp | 83.0%+9.9pp | 69.9%+23.1pp |
| Annual return | -4.50% | 3.54%-8.0pp | 735.12%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $218 | $2,169-90.0% | $5,298-95.9% | $2,111-89.7% |
| Participant deferral / active EE | $1,002 | $2,392-58.1% | $5,081-80.3% | $3,350-70.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |