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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $12,373 | $56,897-78.3% | $84,750-85.4% | $62,891-80.3% |
| Participation rate | 64.0% | 68.5%-4.6pp | 76.6%-12.6pp | 69.3%-5.4pp |
| Annual return | 8.91% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $616 | $2,400-74.3% | $3,574-82.8% | $2,281-73.0% |
| Participant deferral / active EE | $1,110 | $2,709-59.0% | $3,712-70.1% | $3,203-65.3% |
| Admin fee / account holder | $78 | $3,581-97.8% | $5,332-98.5% | $4,296-98.2% |