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 | $8,998 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,275 | $65,061-88.8% | $143,757-94.9% | $66,914-89.1% |
| Participation rate | 89.9% | 65.2%+24.7pp | 80.3%+9.6pp | 69.8%+20.1pp |
| Annual return | -11.73% | -11.14%-0.6pp | -0.04%-11.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $242 | $2,361-89.8% | $4,951-95.1% | $2,544-90.5% |
| Participant deferral / active EE | $1,158 | $2,919-60.3% | $5,637-79.4% | $4,237-72.7% |
| Admin fee / account holder | $38 | $502-92.4% | $14,673-99.7% | $593-93.6% |