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.5+ years Service code 10 · EIN 95-2887986 | Accounting | $4,726 |
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 | $49,129 | $46,722+5.2% | $130,648-62.4% | $65,185-24.6% |
| Participation rate | 50.0% | 60.9%-10.9pp | 71.7%-21.7pp | 70.2%-20.2pp |
| Annual return | 19.38% | 24.17%-4.8pp | 1708.96%-1689.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,023 | $1,488-31.2% | $4,092-75.0% | $2,177-53.0% |
| Participant deferral / active EE | $2,157 | $2,545-15.3% | $3,603-40.1% | $3,514-38.6% |
| Admin fee / account holder | $71 | $453-84.4% | $5,464-98.7% | $847-91.7% |