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 | $11,605 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,438 | $50,106-75.2% | $70,014-82.2% | $57,658-78.4% |
| Participation rate | 83.5% | 70.9%+12.6pp | 71.8%+11.7pp | 70.2%+13.3pp |
| Annual return | 6.11% | 14.58%-8.5pp | 12.99%-6.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $218 | $1,739-87.5% | $2,338-90.7% | $1,974-89.0% |
| Participant deferral / active EE | $777 | $2,486-68.7% | $2,931-73.5% | $3,061-74.6% |
| Admin fee / account holder | $0 | $89-100.0% | $4,380-100.0% | $95-100.0% |