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 | $12,087 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,208 | $65,390-14.0% | $169,368-66.8% | $71,457-21.3% |
| Participation rate | 86.2% | 67.0%+19.2pp | 77.1%+9.0pp | 67.9%+18.2pp |
| Annual return | 15.71% | 21.31%-5.6pp | 405.60%-389.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,631 | $2,079-21.5% | $4,013-59.3% | $2,588-37.0% |
| Participant deferral / active EE | $5,552 | $4,367+27.1% | $6,221-10.8% | $4,289+29.4% |
| Admin fee / account holder | $71 | $1,324-94.6% | $9,003-99.2% | $1,587-95.5% |