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 | $1,701 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,154 | $51,244-25.5% | $80,975-52.9% | $55,167-30.8% |
| Participation rate | 77.5% | 71.7%+5.8pp | 75.8%+1.6pp | 69.0%+8.5pp |
| Annual return | 10.00% | 17.39%-7.4pp | 17.10%-7.1pp | 169.23%-159.2pp |
| Employer contribution / active EE | $2,665 | $1,770+50.5% | $3,714-28.3% | $1,963+35.8% |
| Participant deferral / active EE | $8,255 | $4,418+86.9% | $5,696+44.9% | $3,054+170.3% |
| Admin fee / account holder | $15 | $398-96.3% | $5,516-99.7% | $504-97.1% |