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 | $21,898 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,005 | $44,764-66.5% | $68,791-78.2% | $64,808-76.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -17.98% | -10.91%-7.1pp | -6.38%-11.6pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,224 | $1,775-31.1% | $2,655-53.9% | $2,506-51.2% |
| Participant deferral / active EE | $1,556 | $3,238-52.0% | $3,941-60.5% | $4,310-63.9% |
| Admin fee / account holder | $141 | $151-7.1% | $4,932-97.1% | $188-25.1% |