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 | $1,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,820 | $76,000-48.9% | $154,107-74.8% | $64,186-39.5% |
| Participation rate | 55.7% | 70.4%-14.7pp | 83.0%-27.4pp | 69.6%-13.9pp |
| Annual return | -2.69% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,344 | $3,351-59.9% | $5,298-74.6% | $2,381-43.5% |
| Participant deferral / active EE | $2,810 | $3,175-11.5% | $5,081-44.7% | $3,470-19.0% |
| Admin fee / account holder | $27 | $5,596-99.5% | $13,411-99.8% | $4,888-99.4% |