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 | $9,448 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,350 | $47,126-84.4% | $149,673-95.1% | $74,419-90.1% |
| Participation rate | 73.8% | 63.4%+10.4pp | 78.8%-5.0pp | 70.7%+3.0pp |
| Annual return | 14.25% | 22.75%-8.5pp | 134.42%-120.2pp | 34.38%-20.1pp |
| Employer contribution / active EE | $200 | $1,905-89.5% | $4,818-95.8% | $2,637-92.4% |
| Participant deferral / active EE | $789 | $2,728-71.1% | $5,680-86.1% | $4,528-82.6% |
| Admin fee / account holder | $11 | $343-96.9% | $13,210-99.9% | $348-96.9% |