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 | $1,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,902 | $56,972-26.5% | $182,532-77.0% | $65,185-35.7% |
| Participation rate | 74.3% | 66.5%+7.8pp | 78.0%-3.6pp | 70.2%+4.1pp |
| Annual return | 19.92% | 27.67%-7.8pp | 148.54%-128.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,455 | $3,526-2.0% | $5,524-37.5% | $3,514-1.7% |
| Admin fee / account holder | $7 | $528-98.6% | $8,592-99.9% | $847-99.1% |