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 |
|---|---|---|
CPA MAGALY LEON1 year Service code 10 · EIN 66-0564494 | Accounting | $6,410 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK AND TRUST Service code 24 · EIN 66-0259436 | Discretionary Trustee | $3,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $4,605 | $58,083-92.1% | $80,019-94.2% | $56,287-91.8% |
| Participation rate | 54.8% | 73.6%-18.8pp | 75.8%-21.0pp | 69.9%-15.1pp |
| Annual return | -8.07% | 34.61%-42.7pp | 11.22%-19.3pp | -9.96%+1.9pp |
| Employer contribution / active EE | $766 | $1,932-60.4% | $2,468-69.0% | $2,111-63.7% |
| Participant deferral / active EE | $1,798 | $3,135-42.6% | $3,686-51.2% | $3,350-46.3% |
| Admin fee / account holder | $127 | $623-79.7% | $6,521-98.1% | $521-75.7% |