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 |
|---|---|---|
TRI-AD ACTUARIES, INC.4+ years Service code 10 · EIN 95-2887986 | Accounting | $4,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $48,213 | $44,221+9.0% | $121,196-60.2% | $56,287-14.3% |
| Participation rate | 49.1% | 61.1%-11.9pp | 71.7%-22.6pp | 69.9%-20.7pp |
| Annual return | -5.44% | -3.58%-1.9pp | 16.93%-22.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,124 | $1,480-24.1% | $4,022-72.1% | $2,111-46.8% |
| Participant deferral / active EE | $2,352 | $2,521-6.7% | $3,344-29.7% | $3,350-29.8% |
| Admin fee / account holder | $73 | $480-84.8% | $5,019-98.5% | $521-86.0% |