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 | $19,942 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,245 | $46,292-69.2% | $143,757-90.1% | $64,808-78.0% |
| Participation rate | 74.5% | 64.2%+10.3pp | 80.3%-5.8pp | 71.5%+3.0pp |
| Annual return | -9.77% | -10.05%+0.3pp | -0.04%-9.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $245 | $1,910-87.2% | $4,951-95.0% | $2,506-90.2% |
| Participant deferral / active EE | $1,096 | $2,646-58.6% | $5,637-80.6% | $4,310-74.6% |
| Admin fee / account holder | $54 | $154-65.1% | $14,673-99.6% | $188-71.5% |