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 9-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 | $2,658 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,699 | $91,407-85.0% | $135,903-89.9% | $71,457-80.8% |
| Participation rate | 92.1% | 75.7%+16.4pp | 81.9%+10.2pp | 67.9%+24.2pp |
| Annual return | 16.74% | 29.90%-13.2pp | 68.23%-51.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,375 | $3,703-62.9% | $4,856-71.7% | $2,588-46.9% |
| Participant deferral / active EE | $2,231 | $7,092-68.5% | $7,758-71.2% | $4,289-48.0% |
| Admin fee / account holder | $21 | $1,266-98.3% | $10,762-99.8% | $1,587-98.6% |