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 | $7,012 |
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 | $54,425 | $70,879-23.2% | $189,557-71.3% | $79,386-31.4% |
| Participation rate | 81.9% | 68.0%+14.0pp | 78.4%+3.5pp | 70.7%+11.2pp |
| Annual return | 13.80% | 20.70%-6.9pp | 64.17%-50.4pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,527 | $1,806-15.5% | $4,412-65.4% | $2,427-37.1% |
| Participant deferral / active EE | $5,256 | $4,081+28.8% | $6,174-14.9% | $4,046+29.9% |
| Admin fee / account holder | $43 | $647-93.4% | $9,807-99.6% | $626-93.2% |