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 | $12,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,698 | $51,620-38.6% | $90,281-64.9% | $65,185-51.4% |
| Participation rate | 53.3% | 68.6%-15.3pp | 73.3%-20.0pp | 70.2%-16.9pp |
| Annual return | 36.03% | 24.94%+11.1pp | 78.10%-42.1pp | 29.38%+6.6pp |
| Employer contribution / active EE | $522 | $2,235-76.6% | $2,854-81.7% | $2,177-76.0% |
| Participant deferral / active EE | $6,513 | $2,871+126.9% | $3,885+67.6% | $3,514+85.4% |
| Admin fee / account holder | $117 | $384-69.5% | $5,351-97.8% | $847-86.2% |