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 | $8,614 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,419 | $59,159-18.2% | $159,960-69.7% | $66,914-27.6% |
| Participation rate | 84.3% | 68.1%+16.2pp | 78.0%+6.4pp | 69.8%+14.5pp |
| Annual return | -14.77% | -12.26%-2.5pp | 408.60%-423.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,581 | $1,983-20.3% | $4,226-62.6% | $2,544-37.9% |
| Participant deferral / active EE | $5,508 | $4,395+25.3% | $6,182-10.9% | $4,237+30.0% |
| Admin fee / account holder | $53 | $591-91.1% | $8,698-99.4% | $593-91.1% |