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 | $6,455 |
Annual investment return 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.
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 | $9,765 | $41,467-76.5% | $67,313-85.5% | $55,725-82.5% |
| Participation rate | 99.6% | 62.5%+37.1pp | 69.1%+30.5pp | 70.9%+28.8pp |
| Annual return | -7.81% | 0.82%-8.6pp | -4.08%-3.7pp | 244.93%-252.7pp |
| Employer contribution / active EE | $1,154 | $1,316-12.4% | $2,566-55.0% | $2,078-44.5% |
| Participant deferral / active EE | $1,636 | $2,399-31.8% | $3,568-54.2% | $3,356-51.3% |
| Admin fee / account holder | $103 | $102+0.5% | $4,507-97.7% | $115-10.9% |