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 | $1,831 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,478 | $56,629-12.6% | $77,999-36.6% | $55,167-10.3% |
| Participation rate | 81.5% | 73.3%+8.2pp | 75.5%+6.0pp | 69.0%+12.5pp |
| Annual return | 33.62% | 2866.98%-2833.4pp | 425.96%-392.3pp | 169.23%-135.6pp |
| Employer contribution / active EE | $946 | $1,723-45.1% | $2,470-61.7% | $1,963-51.8% |
| Participant deferral / active EE | $2,910 | $2,777+4.8% | $3,497-16.8% | $3,054-4.7% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.5% |