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 | $4,480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,770 | $52,293-83.2% | $178,490-95.1% | $73,409-88.1% |
| Participation rate | 71.5% | 65.3%+6.2pp | 81.9%-10.4pp | 72.2%-0.6pp |
| Annual return | 12.37% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $148 | $1,735-91.5% | $5,011-97.1% | $2,234-93.4% |
| Participant deferral / active EE | $694 | $2,332-70.3% | $5,202-86.7% | $3,805-81.8% |
| Admin fee / account holder | $6 | $127-94.9% | $13,984-100.0% | $158-95.9% |