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 | $760 |
Employer contribution per participant 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 | $7,406 | $58,879-87.4% | $178,490-95.9% | $73,488-89.9% |
| Participation rate | 90.6% | 66.2%+24.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 12.39% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $213 | $2,236-90.5% | $5,011-95.7% | $2,270-90.6% |
| Participant deferral / active EE | $952 | $2,567-62.9% | $5,202-81.7% | $3,740-74.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |