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 | $1,325 |
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).
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 | $54,606 | $62,132-12.1% | $185,823-70.6% | $73,488-25.7% |
| Participation rate | 78.5% | 67.8%+10.7pp | 78.0%+0.4pp | 70.7%+7.8pp |
| Annual return | 13.50% | 20.44%-6.9pp | 35.95%-22.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,451 | $1,681-13.7% | $4,087-64.5% | $2,270-36.1% |
| Participant deferral / active EE | $5,177 | $3,711+39.5% | $5,632-8.1% | $3,740+38.4% |
| Admin fee / account holder | $13 | $419-97.0% | $9,500-99.9% | $513-97.5% |