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 37 · EIN 04-2647786 | Loan Processing | $3,525 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,697 | $72,177-38.1% | $115,037-61.1% | $59,632-25.0% |
| Participation rate | 79.4% | 72.6%+6.8pp | 81.4%-2.0pp | 68.7%+10.7pp |
| Annual return | 0.36% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,807 | $2,841-36.4% | $4,608-60.8% | $2,203-18.0% |
| Participant deferral / active EE | $7,201 | $4,783+50.6% | $6,026+19.5% | $3,192+125.6% |
| Admin fee / account holder | $31 | $4,927-99.4% | $8,175-99.6% | $4,297-99.3% |