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 | $1,200 |
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 | $5,753 | $52,953-89.1% | $172,739-96.7% | $65,185-91.2% |
| Participation rate | 92.0% | 66.2%+25.8pp | 82.6%+9.3pp | 70.2%+21.8pp |
| Annual return | 19.92% | 30.12%-10.2pp | 802.84%-782.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $197 | $2,190-91.0% | $5,143-96.2% | $2,177-91.0% |
| Participant deferral / active EE | $883 | $2,471-64.3% | $5,198-83.0% | $3,514-74.9% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |