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 | $22,956 |
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 | $13,344 | $34,677-61.5% | $77,024-82.7% | $64,808-79.4% |
| Participation rate | 82.1% | 49.8%+32.2pp | 67.9%+14.2pp | 71.5%+10.6pp |
| Annual return | 75.76% | -5.33%+81.1pp | 42.32%+33.4pp | 32.82%+42.9pp |
| Employer contribution / active EE | $1,006 | $1,370-26.6% | $2,812-64.2% | $2,506-59.9% |
| Participant deferral / active EE | $2,418 | $2,556-5.4% | $4,426-45.4% | $4,310-43.9% |
| Admin fee / account holder | $73 | $179-59.4% | $5,425-98.7% | $188-61.4% |