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 | $1,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $15,202 | $52,293-70.9% | $178,490-91.5% | $73,409-79.3% |
| Participation rate | 72.5% | 65.3%+7.1pp | 81.9%-9.4pp | 72.2%+0.3pp |
| Annual return | 8.63% | 34.75%-26.1pp | 151.07%-142.4pp | 59.29%-50.7pp |
| Employer contribution / active EE | $214 | $1,735-87.6% | $5,011-95.7% | $2,234-90.4% |
| Participant deferral / active EE | $988 | $2,332-57.6% | $5,202-81.0% | $3,805-74.0% |
| Admin fee / account holder | $4 | $127-96.9% | $13,984-100.0% | $158-97.5% |