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 |
|---|---|---|
ORIENTAL BANK3 years Filed as: ORIENTAL BANK AND TRUST Service code 24 · EIN 66-0259436 | Discretionary Trustee | $5,843 |
CPA MAGALY LEON3 years Service code 10 · EIN 66-0564494 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $9,555 | $70,908-86.5% | $98,907-90.3% | $73,488-87.0% |
| Participation rate | 48.4% | 73.8%-25.4pp | 76.0%-27.6pp | 70.7%-22.3pp |
| Annual return | 15.24% | 34.17%-18.9pp | 196.43%-181.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $561 | $2,036-72.5% | $2,689-79.1% | $2,270-75.3% |
| Participant deferral / active EE | $1,203 | $3,500-65.6% | $4,244-71.7% | $3,740-67.8% |
| Admin fee / account holder | $79 | $535-85.3% | $6,642-98.8% | $513-84.7% |