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 | $1,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,434 | $53,901+32.5% | $134,143-46.7% | $73,488-2.8% |
| Participation rate | 59.4% | 62.8%-3.4pp | 72.2%-12.8pp | 70.7%-11.3pp |
| Annual return | 21.32% | 15.82%+5.5pp | 36.33%-15.0pp | 28.51%-7.2pp |
| Employer contribution / active EE | $2,452 | $1,458+68.2% | $3,704-33.8% | $2,270+8.0% |
| Participant deferral / active EE | $3,519 | $2,739+28.5% | $3,499+0.6% | $3,740-5.9% |
| Admin fee / account holder | $26 | $581-95.5% | $6,684-99.6% | $513-94.9% |